97Display + Referrizer
Create or update Referrizer contacts for every new lead in 97Display
Streamline your customer management process with this workflow. When a new lead is added in 97Display, it activates contact creation or updates in Referrizer. This automatic process eliminates the need for manual data entry, sparing you valuable time and ensuring accurate information transfer between the two platforms. Experience a more efficient way to manage leads and maintain your contacts.
Streamline your customer management process with this workflow. When a new lead is added in 97Display, it activates contact creation or updates in Referrizer. This automatic process eliminates the need for manual data entry, sparing you valuable time and ensuring accurate information transfer between the two platforms. Experience a more efficient way to manage leads and maintain your contacts.
- When this happens...New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItNew Contact
Triggers when a contact is created.
Try ItCreate, 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
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Type
Date Created
Interest Program
Tags
Source
Program Id
New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try It
