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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!

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!

  1. When this happens...
    Zendesk SellZendesk Sell
    Deal Enters New Stage

    Triggers when a deal enters a new stage.

    TriggerScheduled
  2. automatically do this...
    Zendesk SellZendesk Sell
    Find Contact

    Finds a contact by Contact ID, name or email address.

    ActionSearch
  3. then do this!
    OneLocal LocalReferralsOneLocal LocalReferrals
    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?
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
onelocal-localreferrals logo
onelocal-localreferrals logo

About OneLocal LocalReferrals

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

Related categories

  • CRM (Customer Relationship Management)

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

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

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