Referral Factory + Workiz

Create new Workiz leads from new Referral Factory users

This workflow allows you to turn every new user from the Referral Factory app into a potential lead on the Workiz app. With this automation, you won't miss a single opportunity to connect with your new users, ensuring a seamless experience for your lead generation process. So, focus on growing your business while this workflow handles the user-to-lead conversion for you.

This workflow allows you to turn every new user from the Referral Factory app into a potential lead on the Workiz app. With this automation, you won't miss a single opportunity to connect with your new users, ensuring a seamless experience for your lead generation process. So, focus on growing your business while this workflow handles the user-to-lead conversion for you.

  1. When this happens...
    Referral FactoryReferral Factory
    New User

    Triggers when a new user has been referred to your campaign. This is often called a new referred lead.

    TriggerInstant
  2. automatically do this!
    WorkizWorkiz
    Create Lead

    Schedules a new lead in your Workiz account.

    ActionWrite
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Supported triggers and actions

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referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Learn more

Related categories

  • Scheduling & Booking