OneLocal LocalReferrals + Zendesk Sell
Add Zendesk Sell contact notes from new LocalReferrals referrals
Tracking referrals on your CRM can be a very manual process. This Zapier integration simplifies the process by adding a note to a Zendesk Sell contact when a referral is submitted in LocalReferrals.
Tracking referrals on your CRM can be a very manual process. This Zapier integration simplifies the process by adding a note to a Zendesk Sell contact when a referral is submitted in LocalReferrals.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this...Find Contact
Finds a contact by Contact ID, name or email address.
- then do this!Create Note
Creates a new note for an existing lead, contact or deal.
- Free forever for core features
- 14 day trial for premium features & apps
New Referral
Triggers when a new referral is created.
Try ItContact NameRequired
Mobile Phone
Email
Preferred Delivery MethodRequired
Send Invite Message
Choose Template
Advocate EmailRequired
Friend Name
Friend Email
Friend Mobile Phone
Preferred Delivery MethodRequired
Send Invite Message
Is Company?
Try It
Name
EmailRequired
Mobile Phone
Advocate NameRequired
Advocate EmailRequired
Advocate Mobile Phone
Friend NameRequired
Friend EmailRequired
Friend Mobile Phone
Set the service date to confirm the referral.
Choose delay for granting the reward after the service date.
Referral Notes
Is Company?
Try ItNew Deal
Triggers when a new deal is created.
Try It
