Bitrix24 CRM + ReferralHero
Manage new ReferralHero referrals by triggering lead actions in Bitrix24 CRM
Upgrade your lead generation process seamlessly with this workflow. Upon receiving a new referral in ReferralHero, an immediate action is initiated in Bitrix24 CRM to create a lead. This automation saves you valuable time, ensuring all referrals are promptly and successfully converted into potential clients in your CRM.
Upgrade your lead generation process seamlessly with this workflow. Upon receiving a new referral in ReferralHero, an immediate action is initiated in Bitrix24 CRM to create a lead. This automation saves you valuable time, ensuring all referrals are promptly and successfully converted into potential clients in your CRM.
- When this happens...New Referral
Triggers when a new referral is added to your campaign.
- automatically do this!Lead Action
Lead create or update action.
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CampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Email address
Full Name
Phone Number
Address
Referrer
Conversion value
Conversion category
Referral URLRequired
Transaction ID
Double Opt-In
Source
Points
Referral Points
Extra Field
Extra Field 2
Device
Crypto Wallet Address
Lifetime spend
set referral status as
Advocate name
Tags
