Referrizer + WellnessLiving

Create new WellnessLiving leads from new Referrizer contacts

Save time and effort by directly transferring new Referrizer contacts into WellnessLiving as leads. As soon as a new contact is added in Referrizer, this workflow ensures their details are seamlessly created as a Lead Profile in WellnessLiving. Simplify your process, avoid manual data entry, and ensure all potential leads are immediately ready for follow-up.

When this happens...
New Contact
Triggers when a contact is created.
TriggerPolling
automatically do this!
Create Lead Profile
Create a new profile in WellnessLiving.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
- 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
- Business NameRequired
- Group NameRequired
Trigger
Instant
Try It
- Business NameRequired
- FieldRequired
Trigger
Instant
Try It
- Business NameRequired
- Group NameRequired
- EmailRequired
Action
Write

- Business NameRequired
- FieldRequired
- EmailRequired
- Field Value
Action
Write

New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Polling
Try It
- Business NameRequired
Trigger
Instant
Try It
- Business NameRequired
- Group NameRequired
Trigger
Instant
Try It
- Business NameRequired
- First NameRequired
- Last NameRequired
- Email
- Cell Phone
- Date of Birth
- Address
- Lead Source
Action
Write
- Business NameRequired
- Group NameRequired
- EmailRequired
Action
Write

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.