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 - Contact ID
- External Contact ID
- External Booking IDRequired
- StatusRequired
- Service TypeRequired
- Service NameRequired
- Schedule Start DateRequired
- External Booking Group ID
- External Service ID
ActionWrite- Create, Update or BothRequired
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Zip code
- Gender
- Labels
- Create a visit
- Text subscription
- Email subscription
- External Contact ID
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 - External Booking Group IDRequired
- StatusRequired
ActionWrite- Contact ID
- External Contact ID
- External Contact Membership IDRequired
- Membership Name
- External Membership Type ID
- StatusRequired
- Start Date
- End Date
- Purchase Date
- Cancellation Date
- Recurrence Status
- Recurrence Start Date
- Recurrence End Date
- Freeze Date
- Unfreeze Date
ActionWrite
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