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How Zapier works
Zapier makes it easy to integrate Get The Referral with Maximizer CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Advocate" from Get The Referral.
Add your action
An action happens after the trigger—such as "Add Subscriber to Campaign" in Maximizer CRM.
You’re connected!
Zapier seamlessly connects Get The Referral and Maximizer CRM, automating your workflow.
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- New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerInstant
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