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How Zapier works
Zapier makes it easy to integrate Get The Referral with Sub-Zap by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Opt-In / Opt-Out" from Get The Referral.
Add your action
An action happens after the trigger—such as "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects Get The Referral and Sub-Zap by Zapier, automating your workflow.
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
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