1.Captures new contact event
Integrate Referrizer and contact database tools to capture incoming contact data from the configured marketing list and expose source fields.
Create clients from new marketing contacts for bookings
Automatically capture new marketing contacts across Referrizer and Boulevard. Create and update booking-ready client records when new contact added events occur, contacts include email, or contacts include phoneβso you can qualify leads, normalize fields, and create CRM clients without manual data entry.
How this automation creates booking-ready clients
When new marketing contacts are added to a configured list, booking teams can waste time on manual data entry and cleanup. This automation captures contact details and creates qualified client recordsβso your team can book appointments without rekeying information.
Referrizeror swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and qualification rules to continue only for records that match your criteria like valid email or phone.
Filter by Zapieror swap with your favorite app
3.Normalizes contact data
Integrate Formatter by Zapier and data formatting tools to format phone numbers, normalize names, and map source fields to client fields.
Formatter by Zapieror swap with your favorite app
4.Creates client record
Integrate Boulevard and CRM record management tools to create a new client or match by email, then store notes and mobile phone.
Boulevardor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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