GrowSurf + Insightly

Trigger referrals in GrowSurf with new updates to Insightly records

Behind every business update is a connection worth rewarding. This Zap allows you to streamline those rewards, automatically triggering a referral in GrowSurf whenever a new record is updated in Insightly, helping you tie CRM activity back to the referrals that made it happen.

Behind every business update is a connection worth rewarding. This Zap allows you to streamline those rewards, automatically triggering a referral in GrowSurf whenever a new record is updated in Insightly, helping you tie CRM activity back to the referrals that made it happen.

  1. When this happens...
    InsightlyInsightly
    Updated Record

    Triggers when a record is updated.

    TriggerInstant
  2. automatically do this!
    GrowSurfGrowSurf
    Trigger Referral

    Triggers a referral using an existing referred participant's email address or ID, awarding referral credit to their referrer.

    ActionWrite
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Supported triggers and actions

growsurf logo
growsurf logo

About GrowSurf

GrowSurf is referral software for B2C and B2B tech companies.

Related categories

  • Marketing Automation

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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