Instant Alerts
Automatically notify hiring teams, sales reps, or partners the moment a referral form is submitted or an agreement is signed.
- Referral Automation
- 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.
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.
+ moreAutomatically capture and route referral data across systems to streamline lead management and communication.
+ moreAutomatically notify your team in real time whenever a new referral form is submitted to ensure rapid follow-up.
+ moreAutomatically notify stakeholders in real time when referral agreements are signed or updated, ensuring no critical updates are missed.
+ moreAutomatically notify candidates of referral status changes during recruitment to streamline communication, reduce manual work, and improve candidate experience.
+ moreStreamline referral submissions, qualification, notifications, and task creation to accelerate hiring and boost engagement.
+ more