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Clientify + GeniusReferrals

Clientify + GeniusReferrals

Clientify + GeniusReferrals integrations

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.

When this happens...
New ReferralTriggers when a new referral is created.
TriggerPolling
automatically do this...
Create ContactCreates a Contact in Clientify
ActionWrite
then do this!
Create DealCreates a Deal in Clientify
ActionWrite

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More things you can do with GeniusReferrals and Clientify

Discover other triggers and actions you can use with GeniusReferrals and Clientify

New Account
Tiggers when a new account (program) is created.
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
- Member's Token
  Required
- Reference
  Required
- Bonus Amount
  Required
Action
Write
- Account Slug
  Required
- Member Token
  Required
- Status
  Required
- Payment Method
  Required
- Currency
  Required
- Amount
  Required
- Description
  Required
- PayPal Username
Action
Write

- Account Slug
  Required
- Member's Token
  Required
- Reference
  Required
- Payment Amount
- Campaign
Action
Write
- Account Slug
  Required
- Bonus' Id
  Required
- Status
  Required
Action
Write

- Account Slug
  Required
- Bonus Id
  Required
Action
Search
- Account Slug
  Required
- Member's Email
  Required
Action
Search
- Account Slug
  Required
- Member Token
  Required
Action
Search
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Tag
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created in clientify.
Trigger
Polling
Try It
- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Payout Threshold
  Required
- Is this member allowed to refer?
- Currency
Action
Write
- Account Slug
  Required
- Referring Member Token
  Required
- Referral Token
  Required
- Referral Origin
  Required
- Campaign
  Required
- The source URL
  Required
- Status
Action
Write
- Account Slug
  Required
- Payout Request Id
  Required
Action
Write
- Account Slug
  Required
- Member's Token
  Required
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- Status
  Required
Action
Write
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Account Slug
  Required
- Payout Request Id
  Required
Action
Search
- Account Slug
  Required
- Member's Email
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Payout Threshold
  Required
- Is this member allowed to refer?
- Currency
Action
Search or write
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About GeniusReferrals

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

Related categories

Marketing Automation

Similar apps

Zapier Forms

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

Related Zap Templates

Issue rewards on Genius Referrals for new tags added to Clientify contacts

Related Zap Templates

Issue rewards on Genius Referrals for new tags added to Clientify contacts