Concord + Refiner Integration

Connect Concord to Refiner in 1 click

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1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Concord + Refiner Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Refiner + Concord Integration

Create Concord contact for new Refiner form submission

When someone completes your Refiner, a new contact is automatically created in your Concord. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Refiner - Concord integration set up makes it easy to manage your customer relationships and grow your business.
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Refiner + Concord Integration

Create Concord deal for new Refiner form submission

Integrating your Concord with your Refiner, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Refiner - Concord integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Concord Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message

Top 10 Most Popular Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Concord or Refiner With 1400+ Other Apps

Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.