GeniusReferrals + SharpSpring

Create or update SharpSpring leads for new advocates in GeniusReferrals

Harness the power of GeniusReferrals and SharpSpring together to transform your marketing workflow. With this automation, each time there is a new advocate in GeniusReferrals, it will create or update the lead in SharpSpring. This allows you to keep your lead information current and comprehensive without any additional effort. Enjoy a streamlined marketing process while effectively capturing and managing advocate information.

When this happens...
New Advocate
Triggers when a new advocate is created.
TriggerPolling
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Account
Tiggers when a new account (program) is created.
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Bonus AmountRequired
Action
Write
- Account SlugRequired
- Member TokenRequired
- StatusRequired
- Payment MethodRequired
- CurrencyRequired
- AmountRequired
- DescriptionRequired
- PayPal Username
Action
Write

- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Payment Amount
- Campaign
Action
Write
- Account SlugRequired
- Bonus' IdRequired
- StatusRequired
Action
Write

- Account SlugRequired
- Bonus IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
Action
Search
- Account SlugRequired
- Member TokenRequired
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Write
- Account SlugRequired
- Referring Member TokenRequired
- Referral TokenRequired
- Referral OriginRequired
- CampaignRequired
- The source URLRequired
- Status
Action
Write
- Account SlugRequired
- Payout Request IdRequired
Action
Write
- Account SlugRequired
- Member's TokenRequired
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- StatusRequired
Action
Write
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Payout Request IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Search or write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write