Create leads and deals in Bitrix24 from new GeniusReferrals referrals
Using Genius Referrals to capture referrals and Bitrix24 CRM to manage your deals? You'll save time with this template active. Whenever there's a new referral in GeniusReferrals, Zapier will automatically create a matching lead and deal for it on Bitrix24.
Using Genius Referrals to capture referrals and Bitrix24 CRM to manage your deals? You'll save time with this template active. Whenever there's a new referral in GeniusReferrals, Zapier will automatically create a matching lead and deal for it on Bitrix24.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this...Lead Action
Lead create or update action.
- then do this!Deal Action
Deal create or update action.
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