Referral Factory + WellnessLiving
"update client profiles in WellnessLiving whenever new users are added in Referral Factory"
Streamline your customer management process with this workflow. When a new user signs up via Referral Factory, their information is promptly updated in WellnessLiving. This seamless data transfer eliminates the need for additional manual entries, keeping your WellnessLiving user information in line with your Referral Factory registrations. Enhance your data management accuracy and provide superior customer service effortlessly.
Streamline your customer management process with this workflow. When a new user signs up via Referral Factory, their information is promptly updated in WellnessLiving. This seamless data transfer eliminates the need for additional manual entries, keeping your WellnessLiving user information in line with your Referral Factory registrations. Enhance your data management accuracy and provide superior customer service effortlessly.
- When this happens...New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Update Client Profile
Triggers when a client profile field is updated in WellnessLiving.
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