1.Monitor new client created
Integrate Boulevard and webhook triggers to catch new client profiles and to centralize source fields for lead creation.
Create marketing lead from each new client record
Automatically monitor new client created events across Boulevard and Referrizer. Create and update contacts when email looks new, so you can start outreach faster, avoid duplicates, and keep lead records current without manual list building.
How this automation creates marketing leads from new client records
When new client records appear in your booking system, delays can stall outreach and inflate duplicate cleanup work. This automation monitors new client creation, looks up contacts, filters matches, and creates new Referrizer contactsβso your team can launch lead follow-up quickly.
Boulevardor swap with your favorite app
2.Find contact by email
Integrate Referrizer and lookup tools to search by email and to avoid duplicates before contact creation.
Referrizeror swap with your favorite app
3.Continue only on no match
Integrate Filter by Zapier and routing logic to stop when a contact exists and to keep leads clean.
Filter by Zapieror swap with your favorite app
4.Create contact in Referrizer
Integrate Referrizer and data mapping tools to create a new contact and to set lead contact type.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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