Loading

GeniusReferrals + Pipedrive

Issue new rewards on GeniusReferrals when new deals are added to stages in Pipedrive

Want to issue new rewards on Genius Referrals? Rather than manually triggering conversion, use this handy Zap to issue new Genius Referrals bonuses automatically when you move a deal in Pipedrive to a new stage.

Want to issue new rewards on Genius Referrals? Rather than manually triggering conversion, use this handy Zap to issue new Genius Referrals bonuses automatically when you move a deal in Pipedrive to a new stage.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this...
    GeniusReferralsGeniusReferrals
    Find Member

    Finds an existing member by email address.

    ActionSearch
  3. then do this!
    GeniusReferralsGeniusReferrals
    Process Referral to Trigger Bonuses

    Process 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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
geniusreferrals logo
geniusreferrals logo

About GeniusReferrals

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)