Get The Referral Integrations
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Or pick an app to pair with
Pipedrive
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
MindMe
Communication
Pipedrive
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
MindMe
Communication
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Map new completed involve.me submissions to Get The Referral lead maps for seamless management
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Advocate
Triggers when a new advocate is created.
Try ItTriggerInstant - Advocate ID or Email AddressRequired
ActionWrite- Lead IDRequired
- New Lead StatusRequired
ActionWrite- Advocate Email AddressRequired
- Project
- Project StageRequired
- Fail on missing project stageRequired
ActionWrite
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Lead ID or Email AddressRequired
ActionWrite- GTR Lead IDRequired
- CRM Object IDRequired
- message
ActionWrite
Get The Referral Help & Support
Common questions
Related categories