If it’s just too much trouble to manually export a CSV file of sign-ups from iRefer and then import into Nutshell CRM, this Zapier integration will help. Turn it on and forget about it, new iRefer sign-ups will start to populate your CRM.
How this iRefer-Nutshell CRM integration works
- Someone signs up to your iRefer campaign
- Zapier creates a new contact in Nutshell CRM
- iRefer account
- Nutshell CRM account
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Triggers when a new signup is added to a referral campaign. (Deprecated - use New Customer instead).
Adds a new Specific Action completion by a referred person on your iRefer referral campaign. (Deprecated - use Add Referral instead).
Triggers when a referred visitor completes a specific action on your website. (Deprecated - use New Referral instead).
Adds a new referral on your iRefer referral campaign using Referrer Code.
Triggers when a customer is added to your referral campaign.
Creates a new referrer on your iRefer referral campaign. (Deprecated - use Invite Customer instead).
Triggers when a referred lead joins your website.
Adds a new referral on your iRefer referral campaign using Referrer Email.
Triggers when a new Lead is created.
Invites a customer to your iRefer referral campaign.