Referrizer + TeamUp

Create or update Referrizer contacts when new customers are added in TeamUp

When a new customer is added in TeamUp, this workflow will reflect the information in Referrizer by creating or updating a contact. It's a streamlined process that ensures each new TeamUp customer is recognized in Referrizer, thereby saving you the time and effort of manually entering the data. This automation makes managing your contact details a breeze!

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create/Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Trigger
Instant
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Class Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Trigger
Instant
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Class Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Customer Membership Completed
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
Trigger
Instant
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Customer Membership Ended
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Referral Confirmed
Triggers when a referral is confirmed by the business.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Polling
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- Create, Update or BothRequired
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
- Text subscription
- Email subscription
Action
Write

Class Registration
Triggers when a customer is registered for a class.
Trigger
Instant
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Class Attendee No-Showed
Triggers when an attendee is marked as no showed.
Trigger
Instant
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Course Session Ended
Triggers when a course session ends.
Trigger
Instant
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Customer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
Trigger
Instant
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Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
Trigger
Instant
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- Include customer membership starts that happened in the past
Trigger
Instant
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Class or Appointment Ended
Triggers when a class or appointment ends.
Trigger
Instant
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Referral Created
Triggers when a referral is created. Meaning, when one customer signs up using another customer's referral code or the business manually marked a customer as being referred by a different customer.
Trigger
Instant
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New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Polling
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About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.