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17hats + Referral Factory

Update contacts in 17hats and qualify users with email in Referral Factory

Streamline your referral process by effortlessly keeping contacts updated in both 17hats and Referral Factory. With this workflow, when a contact is edited in 17hats, the corresponding contact in Referral Factory is also updated using the Qualify User With Email action. This seamless connection between your apps boosts productivity, saving time and eliminating the need for manual intervention.

Streamline your referral process by effortlessly keeping contacts updated in both 17hats and Referral Factory. With this workflow, when a contact is edited in 17hats, the corresponding contact in Referral Factory is also updated using the Qualify User With Email action. This seamless connection between your apps boosts productivity, saving time and eliminating the need for manual intervention.

  1. When this happens...
    17hats17hats
    Updated Contact

    Triggers when an already existing contact is updated.

    TriggerInstant
  2. automatically do this!
    Referral FactoryReferral Factory
    Qualify User With Email

    Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Company Name

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    Action
    Search
    • CampaignRequired

    • Which users should we send?

    Trigger
    Instant
    Try It
  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Company Name

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Search or write
    • Reward

    Trigger
    Instant
    Try It
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About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
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Related categories

  • CRM (Customer Relationship Management)

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