Instant Enrollment
Automatically add new customers or contacts to your referral program the moment they submit a form, make a purchase, or meet defined criteria.
- Referral Automation
- Referral Program
Referral Program
Referral Program automations streamline how you capture referrals, verify eligibility, and reward participants without manual data entry. Zapier connects forms, CRMs, email, SMS, and payment apps to instantly enroll new contacts, update statuses, and trigger notifications. This keeps your referral campaigns accurate, timely, and engaging while you focus on growing advocates.
Effortless Tracking
Sync referral data across spreadsheets, CRMs, and analytics tools to maintain real-time leaderboards and reward calculations with zero manual updates.
Proactive Notifications
Send personalized emails, texts, or team alerts whenever milestones are hit so referrers stay motivated and teams stay informed.
Featured use cases
Automatically update referral statuses when records change to ensure accuracy, reduce manual effort, and maintain real-time pipeline visibility.
+ moreAutomatically assign and update referral codes to new members in your contact system, ensuring accuracy and saving time.
+ moreAutomatically update referral member statuses upon document completion to streamline program management and improve accuracy.
+ moreAutomatically send personalized thank-you emails with discounts to referrers whenever new participants join your program.
+ moreAutomatically send customized referral invitations after each client appointment to boost referrals and streamline follow-up.
+ moreAutomatically send customized referral emails to new clients immediately after purchase to enhance engagement and streamline follow-ups.
+ more