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HOME > SET UP > INTEGRATIONS & PARTNER PAGES > CLIENT GUIDES




How the integration with Netpulse works:

This integration works in conjunction with our ABC DataTrak integration.


1. A member refers a new lead:
    - The referral is created in InTouch as soon as the invite is sent
    - It is created with Contact Method: Member Referral and Lead Source: Netpulse
    - It appears in "Unassigned leads" and is in the "No Club Visits" group
    - In the contact's notes/history, it shows the member who referred the lead
    - When the lead activates the Guest Pass, they move to the Current Trial group until their guest pass expires (this happens automatically)

2. A new lead downloads the app for a guest pass:
    - The new lead is created in InTouch
    - It is created with Contact Method: Netpulse Guest Pass and Lead Source: Netpulse
    - It appears in "Unassigned leads" and is in the "No Club Visits" group
    - When the lead activates the Guest Pass, they move to the Current Trial group until their guest pass expires (this happens automatically)