OneLocal LocalReferrals + Zendesk Sell

Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage

Generating new referrals is an ongoing challenge. This Zapier integration helps by sending a LocalReferrals advocate invite when a deal is moved to a new stage in Zendesk Sell. Automate your referral program and start getting more leads!

When this happens...
Deal Enters New Stage
Triggers when a deal enters a new stage.
TriggerScheduled
automatically do this...
Find Contact
Finds a contact by Contact ID, name or email address.
ActionSearch
then do this!
Invite Advocate
Invite a contact to join your referral program as an advocate.
ActionWrite

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Supported triggers and actions

What does this mean?

- Is Company?
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It

- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write

- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource IDRequired
- Resource TypeRequired
- Sequence ID
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- ContentRequired
- Related toRequired
Action
Write
- ProductRequired
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
Action
Search
- Source ID
- Source Name
Action
Search
- Source ID
- Source Name
Action
Search
- Sequence ID
- Sequence Name
Action
Search
- User ID
- Full Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Lead ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
New Referral
Triggers when a new referral is created.
Trigger
Scheduled
Try It
- Contact NameRequired
- Mobile Phone
- Email
- Preferred Delivery MethodRequired
- Send Invite Message
- Choose Template
Action
Write
- Advocate EmailRequired
- Friend Name
- Friend Email
- Friend Mobile Phone
- Preferred Delivery MethodRequired
- Send Invite Message
Action
Write

- Is Company?
Trigger
Scheduled
Try It
- Pipeline
- Stage
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- CompanyRequired
- Name
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- PersonRequired
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- DealRequired
- Name
- Primary Contact
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- SequenceRequired
- Resource IDRequired
- Resource TypeRequired
- Sequence Owner ID
Action
Write
- LeadRequired
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Task ContentRequired
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Deal ID
- Deal Name
Action
Search
- Lead ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Stage ID
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Deal ID
- Deal Name
- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Product ID
- Product Name
- Product SKU
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Search or write
- Name
- EmailRequired
- Mobile Phone
Action
Write
- 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
Action
Write

About OneLocal LocalReferrals

LocalReferrals by OneLocal allows you to create a fully customized referral program so you can generate more business from your customers.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create Zendesk Sell leads from new LocalReferrals referrals

Add Zendesk Sell contact notes from new LocalReferrals referrals

OneLocal LocalReferrals + Zendesk Sell

Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage

New Contact

Is Company?

New Deal

Updated Deal

Updated Lead

New Product in Catalog

Create Company

Parent Company

Email

Work Number

Mobile Number

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Owner

Website

Skype

Facebook

Twitter

LinkedIn

Fax

Description

Create Person

First Name

Title

Company

Email

Work Number

Mobile Number

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Owner

Website

Skype

Facebook

Twitter

LinkedIn

Fax

Description

Create Deal

Value

Currency

Hot

Owner

Pipeline

Stage

Source

Tags

Stop Sequence Enrollments

Sequence ID

Create Lead

First Name

Last Name

Company Name

Email

Work Number

Mobile Number

Title

Source

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Status

Owner

Website