Tweak to the Referral Notification Email to allow for easy/automatic import to CRMs
Could the You have received a new referral email template be changed to allow for easy mapping of data into any CRM?
At the moment the only mappable field is the referral partner's email address. Due to the email body being in a table format we can not easily export information (automated or manually) into CRM about the potential lead.
If we could have the following information as mappable fields this would allow us all to be more efficient and responsive to BNI referrals coming our way:
- Lead first name
- Lead Last name
-Lead email address
Just having this basic information mappable will allow us to use APIs or Zapier to pull the information automatically from our inboxes into our software. Small change with a big impact for all members.
Please see the picture below for examples of mapped fields and the data we currently get:
I am happy to have a phone call to discuss further.
Thankyou!
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Official comment
@elle - would it help if the information came as a VCARD possibly?
Thank you for the suggestion. This is on our master list of feature requests for future discussion and consideration. We will add your request as a "vote" for prioritization. Hope this helps and have a great weekend!
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I need this, have to manually complete referral forms from works orders on a crm
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Would be great to have this update.
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This would be a great update, as it would save time.
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This will save me time and cost, allowing me to invite more visitors instead during that time.
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@jeremy a simple webhook that links to zapier with parsed email feilds will allow most members with a CRM to integrate new referrals automatically.
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