Instant Capture
Automatically record every referral the moment it is submitted to eliminate manual data entry and prevent missed leads.
- Referral Automation
- AI Referral Tracking
AI Referral Tracking
AI-powered Referral Tracking automates the capture, storage, and organization of every referral submission in Zapier. It synchronizes contact details across your CRM, spreadsheets, and notification channels, ensuring data is always current and actionable. Teams gain real-time visibility and can act quickly on leads while management receives consistent, structured reports for analysis.
Seamless Sync
Keep contact information and referral details up to date across databases, CRMs, and spreadsheets without lifting a finger.
Proactive Alerts
Notify stakeholders instantly and send scheduled digests so your team follows up faster and stays informed.
Featured use cases
Automatically sync new lead contacts and update appointment statuses in your tracking system for real-time accuracy and efficiency.
+ moreAutomatically capture and organize referral and registration data into structured spreadsheets for accurate tracking and analysis.
+ moreAutomate AI-driven alerts for new or updated referrals to ensure timely team communication and follow-up.
+ moreAI automates collection, analysis, and delivery of referral activity digests to stakeholders for timely insights and improved decision-making.
+ moreAI-powered workflows automatically collect, enrich, and store referral submissions in a centralized database for real-time tracking and management.
+ moreAutomate real-time referral and lead notifications, record transfers, and centralized tracking to boost efficiency and accuracy without manual work.
+ more