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  • Integrate Referral Program with Insightly CRM
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    Referral Programs have been in the limelight in the recent times and for good reasons. When a Referral Marketing Software is utilized correctly, it can result in remarkably high close rates with an extraordinarily high return on investments. Starting a Referral Program will not only boost its initial potential but create long-term results.

     

     

     

    Triggers

    • Create New Lead
    • Create New Opportunity
    • Add Tasks
    • Update Contact List
    • Add New Contact
    • Create Project
    • Add Organization

    ACTIONS

    • Track Referral Sale
    • Facebook Post
    • Twitter Post
    • LinkedIn Post
    • Referral Email Sent
    • SMS Sent
    • Web Banner Post
    • Log Activity
    • Update Segment
    • Give Reward Points
    • Offer Reward
    • Send New Message
    • Schedule New Offer
    • Update Message Sequence
    • Request Feedback
    • Assign a New Task
    • Send eSign Request

     

     

     

    Take the advantage of NextBee‘s Referral Program Software which follows Referral Program best practices and has helped top brands develop Referral Programs with innovative ideas. For more information and queries, feel free to contact us.

     

     

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