Clientify + GeniusReferrals
Create contacts and deals in Clientify from new GeniusReferral referrals
Using Genius Referrals to capture referrals and Clientify to manage your contacts? It will take less time to close deals with this template active! Once it's active, whenever Genius Referrals captures a new referral, Zapier will automatically create a matching contact and deal on Clientify.
Using Genius Referrals to capture referrals and Clientify to manage your contacts? It will take less time to close deals with this template active! Once it's active, whenever Genius Referrals captures a new referral, Zapier will automatically create a matching contact and deal on Clientify.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this...Create Contact
Creates a Contact in Clientify
- then do this!Create Deal
Creates a Deal in Clientify
- Free forever for core features
- 14 day trial for premium features & apps
About Clientify
Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.
Related categories
About GeniusReferrals
Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.