17hats + Referral Factory

17hats + Referral Factory integrations

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.

When this happens...
Updated ContactTriggers when an already existing contact is updated.
TriggerInstant
automatically do this!
Qualify User With EmailTriggers when a referred user successfully converts. This is when a referred lead becomes qualified.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with 17hats and Referral Factory

Discover other triggers and actions you can use with 17hats and Referral Factory

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
- Campaign
  Required
- Which users should we send?
  Required
Trigger
Instant
Try It
- Campaign
  Required
- First Name
  Required
- Email
  Required
- Send Notification
Action
Write

- Coupon
  Required
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Referral Factory

The Easy Way To Build A Referral Program