Get The Referral Integrations
Put Get The Referral to work with AI and enterprise-grade automation
Automate smarter with Get The Referral and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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Or pick an app to pair with
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Map new completed involve.me submissions to Get The Referral lead maps for seamless management
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Advocate IdRequired
- Product IdRequired
- EmailRequired
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
ActionWrite- Lead ID or Email AddressRequired
ActionWrite
- New Advocate
Triggers when a new advocate is created.
Try ItTriggerInstant - Sales Rep IdRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
ActionWrite- Advocate ID or Email AddressRequired
ActionWrite- Lead IDRequired
- New Lead StatusRequired
- Sale Amount
ActionWrite
Get The Referral Help & Support
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