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👀Sneak peek at today's newsletter:
Our latest newsletter is here! Inside, we spotlight EZ Referrals, a new third-party tool that connects to the CRM to automatically request referrals from happy clients. Plus, we show how a single automation can run a whole sequence of steps for you, all from one status change.
📣Meet EZ Referrals: a new integration for automatic referral requests
EZ Referral dashboard listing total referrals sent
🎉EZ Referrals just launched an integration with LACRM!
When you connect LACRM to EZ Referrals, you can send automatic emails to your clients requesting referrals as soon as they enter a particular pipeline status in the CRM. Referred clients are also automatically added to the CRM. And if a referral becomes a client, you can send out an automatic reward to the referrer.
Referrals are one of the best ways to grow your business—you rely on the people who already love your products and services to spread the word. The EZ Referrals integration makes that process more seamless and trackable right inside the CRM.
EZ Referrals starts at $19.99/month (700 contacts, 3,000 emails). As an LACRM user, you get 50% off your first 3 months with code LACRM50—but only through July 1, so don't wait.
Since LACRM didn't build this integration, we recommend reaching out to the EZ Referrals team directly for support to get started.
See pricing and setup details
⚡️One automation, a whole sequence of steps
An automation adding a group, pipeline item, and task
Automate a series of actions
Did you know a single automation can run several steps at once? Just change a contact's pipeline status, and the CRM handles the rest, all with a single click.
For example, closing a deal is a great feeling, but it also kicks off a flurry of little to-dos to get your new client onboarded. Instead of remembering each step yourself, you can set up one automation so that the second you mark a deal "Won":
📥 They move pipelines. Your new client lands in your onboarding pipeline automatically.
✅ You get a task. A "start onboarding" task pops up on your workspace with a deadline.
👥 They join the right group. Your new client is added to your "current clients" group automatically.
If you haven't tried automations yet, this is a good place to start. Learn how to build automations here! Automations can quietly handle all kinds of everyday transitions for you. We'd love for you to give it a try! In our latest blog post, I walk through a few examples.
Check out more examples of multi-step automations
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