Copilot CRM + Referral Factory

Copilot CRM + Referral Factory integrations

Qualify new users with email in Referral Factory when new customers are added in Copilot CRM

Effortlessly streamline your customer acquisition process with this workflow. When a new customer joins via the Copilot CRM app, their email will be used to qualify them within the Referral Factory app. No longer worry about manual data entry or oversight, as this process ensures every new customer from Copilot CRM gets qualified instantly within Referral Factory. Boost your customer experience and empower your sales team with qualified leads directly in their pipeline.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerPolling
automatically do this!
Qualify User With EmailTriggers when a referred user successfully converts. This is when a referred lead becomes qualified.
ActionWrite

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More things you can do with Copilot CRM and Referral Factory

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

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- 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

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Reward
Trigger
Instant
Try It
- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM

About Referral Factory

The Easy Way To Build A Referral Program

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Related categories

Marketing Automation

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