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




