Enroll new CRM leads in marketing campaigns
When a new lead is created in Elevated, automatically add them to an onboarding campaign in InviteReferrals so they receive relevant marketing materials instantly.
See all Elevated + InviteReferrals integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Elevated Explore Elevated →
TriggersFires when a new lead or contact is created in Elevated.
Fires when a deal moves to a new stage in Elevated.
Fires when a deal is marked won in Elevated.
Fires when a field on a contact changes in Elevated.
Creates or updates a contact in Elevated.
Creates a new deal in Elevated.
Moves a deal to a new stage in Elevated.
Logs a call, email, or note against a record in Elevated.
InviteReferrals Explore InviteReferrals →
TriggersFires when a new lead or contact is captured in InviteReferrals.
Fires when a contact enters an automation in InviteReferrals.
Fires when a field on a contact changes in InviteReferrals.
Fires when a contact unsubscribes in InviteReferrals.
Creates or updates a contact in InviteReferrals.
Adds a contact to a workflow or campaign in InviteReferrals.
Sends an email or message to a contact via InviteReferrals.
Changes a contact's tags in InviteReferrals.
More Elevated + InviteReferrals workflows
Create sales contacts from marketing leads
When a new lead is captured in InviteReferrals, automatically create a matching contact record in Elevated so your sales team can begin outreach.
See details
Tag active deals for targeted messaging
When a deal stage changes in Elevated, automatically apply a strategic tag to the contact in InviteReferrals to trigger tailored follow-up messages.
See details
See all Elevated + InviteReferrals integrations → · Browse the full workflow library →
Common questions
Can Knit build “Enroll new CRM leads in marketing campaigns” between Elevated and InviteReferrals?
Yes — describe it in the box above and Knit's Integrations Agent researches Elevated and InviteReferrals's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Elevated and InviteReferrals work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Elevated and InviteReferrals to maintain compliance.