Get The Referral and Salesflare
How to connect Get The Referral
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Lead in Get The Referral, find or create contact in Salesflare.
About Get The Referral
Get The Referral manages, connects and automates leads to your CRM.
Get The Referral operations on Zapier
Triggers (3)
Start a workflow when this happens
- Lead Opt-In / Opt-Out — Triggers when a lead opts-in to being contacted
- New Advocate — Triggers when a new advocate is created.
- New Lead — Triggers when a new lead is created.
Actions (8)
Things Salesflare can make it do
- Create Advocate — Creates an Advocate in GTR
- Create Advocate Appointment — Creates a new appointment for the specified advocate and date/time
- Create Lead — Creates a lead in GTR
- Find Advocate — Finds an advocate in GTR
- Find Lead — Find a Lead in GTR App
Show 3 more actions
- Lead Map — Maps new CRM lead unique-id with a GTR lead unique-id.
- Lead Status Update — Updates a lead to a different status
- Project Stage Update — Updates the stage of a project for a specific advocate
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