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  1. Referral Automation
  2. Referral Process

Referral Process

Automate every step of your referral pipeline—capturing submissions, syncing data to your CRM, and alerting stakeholders in real time. Zapier removes manual tasks, so you never miss a lead, candidate, or agreement update. This keeps your team responsive, your records accurate, and your referrals moving forward fast.
Referral Process

Instant Alerts

Automatically notify hiring teams, sales reps, or partners the moment a referral form is submitted or an agreement is signed.

Seamless Sync

Push referral details straight into CRMs, databases, or spreadsheets to maintain clean, up-to-date records without manual entry.

Workflow Triggers

Kick off recruitment or sales workflows the second referral information arrives, ensuring prompt follow-up and higher conversion.

Featured use cases

Automatically capture referral emails, create or update CRM leads, and ensure timely follow-up without manual data entry.

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Automatically capture and route referral data across systems to streamline lead management and communication.

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Automatically notify your team in real time whenever a new referral form is submitted to ensure rapid follow-up.

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Automatically notify stakeholders in real time when referral agreements are signed or updated, ensuring no critical updates are missed.

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Automatically notify candidates of referral status changes during recruitment to streamline communication, reduce manual work, and improve candidate experience.

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Streamline referral submissions, qualification, notifications, and task creation to accelerate hiring and boost engagement.

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Bring your workflow ideas to life. Build your first automation in minutes.

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