GeniusReferrals + Nutshell

Add new Genius Referrals referrals as Nutshell leads

Using Genius Referrals to capture referrals and Nutshell to manage your leads? Save time with this template. Once it's active, when there are new Genius Referrals referrals, Zapier will automatically create matching leads in Nutshell.

When this happens...
New Referral
Triggers when a new referral is created.
TriggerScheduled
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

New Account
Tiggers when a new account (program) is created.
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Bonus AmountRequired
Action
Write
- Account SlugRequired
- Member TokenRequired
- StatusRequired
- Payment MethodRequired
- CurrencyRequired
- AmountRequired
- DescriptionRequired
- PayPal Username
Action
Write

- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Payment Amount
- Campaign
Action
Write
- Account SlugRequired
- Bonus' IdRequired
- StatusRequired
Action
Write

- Account SlugRequired
- Bonus IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
Action
Search
- Account SlugRequired
- Member TokenRequired
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
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
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Write
- Account SlugRequired
- Referring Member TokenRequired
- Referral TokenRequired
- Referral OriginRequired
- CampaignRequired
- The source URLRequired
- Status
Action
Write
- Account SlugRequired
- Payout Request IdRequired
Action
Write
- Account SlugRequired
- Member's TokenRequired
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- StatusRequired
Action
Write
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Payout Request IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Search or write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
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
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

About GeniusReferrals

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Similar apps

Related Zap Templates

Issue rewards in GeniusReferrals when new leads are won in Nutshell

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Issue rewards in GeniusReferrals when new leads are won in Nutshell

GeniusReferrals + Nutshell

Add new Genius Referrals referrals as Nutshell leads

New Account

New Bonus

New Payout Request

Add Manual Bonus

Create Payout Request

Process Referral to Trigger Bonuses

Update Bonus

Find Bonus

Find Member

Find Advocate's Share Links

Find Payout Requests

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

New Advocate

New Member

New Referral

Create Member

Create Referral

Redeem Payout Request

Update Member

Find Bonuses

Find Members

Find Payout Request

Find or Create Member

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

About GeniusReferrals

Related categories

Similar apps

Zapier Interfaces

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Interfaces

Related Zap Templates

Related Zap Templates