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Bitrix24 CRM + Referral Factory

Bitrix24 CRM + Referral Factory

Bitrix24 CRM + Referral Factory integrations

Create new leads in Bitrix24 CRM from new users in Referral Factory

Strengthen your customer relationship management by connecting Referral Factory with Bitrix24 CRM. When you have a new user in Referral Factory, this automation creates a lead action in Bitrix24 CRM, ensuring all your customer information is streamlined. This workflow helps you maintain up-to-date customer data, enhances productivity, and drives effective customer management.

When this happens...
New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
TriggerInstant
automatically do this!
Lead ActionLead create or update action.
ActionWrite

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More things you can do with Referral Factory and Bitrix24 CRM

Discover other triggers and actions you can use with Referral Factory and Bitrix24 CRM

- 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
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It

- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
Try It

Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search

- Reward
Trigger
Instant
Try It
- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It
Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

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Related categories

CRM (Customer Relationship Management)

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About Referral Factory

The Easy Way To Build A Referral Program

Related categories

Marketing Automation

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Zapier Forms

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