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Clientify + GeniusReferrals

Create contacts and deals in Clientify from new GeniusReferral referrals

Using Genius Referrals to capture referrals and Clientify to manage your contacts? It will take less time to close deals with this template active! Once it's active, whenever Genius Referrals captures a new referral, Zapier will automatically create a matching contact and deal on Clientify.

Using Genius Referrals to capture referrals and Clientify to manage your contacts? It will take less time to close deals with this template active! Once it's active, whenever Genius Referrals captures a new referral, Zapier will automatically create a matching contact and deal on Clientify.

  1. When this happens...
    GeniusReferralsGeniusReferrals
    New Referral

    Triggers when a new referral is created.

    TriggerScheduled
  2. automatically do this...
    ClientifyClientify
    Create Contact

    Creates a Contact in Clientify

    ActionWrite
  3. then do this!
    ClientifyClientify
    Create Deal

    Creates a Deal in Clientify

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Payout ThresholdRequired

    • Is this member allowed to refer?

    • Currency

    Action
    Write
clientify logo
clientify logo

About Clientify

Clientify is a marketing and sales automation platform to easily grow your business. It includes all the marketing tools, in just one place
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Related categories

  • CRM (Customer Relationship Management)
  • Marketing

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geniusreferrals logo
geniusreferrals logo

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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