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GeniusReferrals + Nutshell

GeniusReferrals + Nutshell

GeniusReferrals + Nutshell integrations

Issue rewards in GeniusReferrals when new leads are won in Nutshell

Want a simple way to issue new rewards on Genius Referrals? Rather than triggering conversions manually or via API, use this handy Zap instead. Once active, this integration issues a Genius Referrals bonus automatically when you win a new lead in Nutshell.

When this happens...
Lead WonTriggers when a lead is won.
TriggerInstant
automatically do this...
Find MemberFinds an existing member by email address.
ActionSearch
then do this!
Process Referral to Trigger BonusesProcess the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
ActionWrite

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More things you can do with Nutshell and GeniusReferrals

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

Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write

- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write

- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write
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

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or 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

About GeniusReferrals

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

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Marketing Automation

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About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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CRM (Customer Relationship Management)

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Related Zap Templates

Add new Genius Referrals referrals as Nutshell leads

Related Zap Templates

Add new Genius Referrals referrals as Nutshell leads