GeniusReferrals + Nutshell

Issue rewards in GeniusReferrals when new leads are won in Nutshell

Want a simple way to issue new rewards on Genius Referrals? Rather than triggering conversions manually or via API, use this handy Zap instead. Once active, this integration issues a Genius Referrals bonus automatically when you win a new lead in Nutshell.

Want a simple way to issue new rewards on Genius Referrals? Rather than triggering conversions manually or via API, use this handy Zap instead. Once active, this integration issues a Genius Referrals bonus automatically when you win a new lead in Nutshell.

  1. When this happens...
    NutshellNutshell
    Lead Won

    Triggers when a lead is won.

    TriggerInstant
  2. automatically do this...
    GeniusReferralsGeniusReferrals
    Find Member

    Finds an existing member by email address.

    ActionSearch
  3. then do this!
    GeniusReferralsGeniusReferrals
    Process Referral to Trigger Bonuses

    Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.

    ActionWrite
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Supported triggers and actions

  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Company

    Triggers when new Company is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Person

    Triggers when new Person is created.

    Trigger
    Instant
    Try It
    • Agenda

    • Activity typeRequired

    • Start time

    • End time

    • Internal note

    • People within Nutshell

    • Users within Nutshell

    • Meeting lasts all day

    • Flag meeting as important

    • Street address

    • Street address line 2

    • Street address line 3

    • City

    • State

    • Country

    • Postal code

    • Address type

    Action
    Write
  • Nutshell triggers, actions, and search

    Activity Logged

    Triggers when an Activity is logged.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Activity

    Triggers when new Activity is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Country

    • Postal Code

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
geniusreferrals logo
geniusreferrals logo

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

Related categories

  • Marketing Automation

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About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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