OneLocal LocalReferrals + Zendesk Sell
Create Zendesk Sell leads from new LocalReferrals referrals
It can be difficult to track all of your referrals as your company grows. This Zapier integration simplifies the process by creating a Zendesk Sell lead when a referral is submitted in LocalReferrals. That way, you can automate your referral program and start collecting the information that matters!
It can be difficult to track all of your referrals as your company grows. This Zapier integration simplifies the process by creating a Zendesk Sell lead when a referral is submitted in LocalReferrals. That way, you can automate your referral program and start collecting the information that matters!
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Referral
Triggers when a new referral is created.
Try ItContact NameRequired
Mobile Phone
Email
Preferred Delivery MethodRequired
Send Invite Message
Choose Template
Advocate EmailRequired
Friend Name
Friend Email
Friend Mobile Phone
Preferred Delivery MethodRequired
Send Invite Message
Is Company?
Try It
Name
EmailRequired
Mobile Phone
Advocate NameRequired
Advocate EmailRequired
Advocate Mobile Phone
Friend NameRequired
Friend EmailRequired
Friend Mobile Phone
Set the service date to confirm the referral.
Choose delay for granting the reward after the service date.
Referral Notes
Is Company?
Try ItNew Deal
Triggers when a new deal is created.
Try It
