97Display + Referrizer integrations
Create or update Referrizer contacts for every new lead in 97Display
Streamline your customer management process with this workflow. When a new lead is added in 97Display, it activates contact creation or updates in Referrizer. This automatic process eliminates the need for manual data entry, sparing you valuable time and ensuring accurate information transfer between the two platforms. Experience a more efficient way to manage leads and maintain your contacts.
- When this happens...New LeadTriggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
- automatically do this!Create/Update ContactCreates or updates a contact.
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More things you can do with 97Display and Referrizer
Discover other triggers and actions you can use with 97Display and Referrizer
- New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Create, Update or BothRequired
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
- Text subscription
- Email subscription
ActionWrite
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Type
- Date Created
- Interest Program
- Tags
- Source
- Program Id
ActionWrite- New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try ItTriggerPolling
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