GrowSurf + Insightly

GrowSurf + Insightly integrations

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.

When this happens...
Updated RecordTriggers when a record is updated.
TriggerInstant
automatically do this!
Trigger ReferralTriggers a referral using an existing referred participant's email address or ID, awarding referral credit to their referrer.
ActionWrite

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More things you can do with Insightly and GrowSurf

Discover other triggers and actions you can use with Insightly and GrowSurf

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Campaign
  Required
- Participant ID
Trigger
Instant
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- Campaign
  Required
- Referred Participant
  Required
Action
Write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Participant ID
Trigger
Instant
Try It

About GrowSurf

GrowSurf is referral software for B2C and B2B tech companies.

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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.

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Related categories

CRM (Customer Relationship Management)

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