Capture referral data, find or create person in Nutshell, and update for easy identification
Capture referral data, find or create person in Nutshell, and update for easy identification
Capture incoming referral data with Webhooks by Zapier, then find or create a person in Nutshell, and update their information as needed. This ensures accurate records and easy identification for better engagement.
Workflow preview:
Zap details:
Overview
Capture incoming referral data with Webhooks by Zapier, then find or create a person in Nutshell, and update their information as needed. This ensures accurate records and easy identification for better engagement.