Instant Alerts
Receive automatic notifications the moment a new referral or status update is logged so you can follow up immediately.
- Referral Automation
- Referral Tracking
Referral Tracking
Referral Tracking automations streamline how you capture, organize, and share referral data across your stack. Zapier moves each submission into spreadsheets or CRMs, triggers instant alerts, and compiles digest reports without manual effort. The result is faster follow-up, cleaner data, and always-on visibility for your team.
Data Accuracy
Automatically record referrals in structured sheets or databases to eliminate copy-paste errors and maintain clean records.
Central Visibility
Send scheduled digests and dashboard updates to keep stakeholders aligned on referral volume and progress.
Featured use cases
Automate capturing and updating lead/referral contacts across your tools for real-time accuracy and faster follow-ups.
+ moreCentralize and automate referral tracking with real-time status updates to stay organized and boost conversions without manual effort.
+ moreAutomatically capture and organize referral and contact data into spreadsheets for streamlined tracking and analysis.
+ moreAutomatically send real-time alerts and log referrals for faster follow-up and improved team coordination.
+ moreAutomatically compile and send periodic referral activity digests to keep stakeholders informed and decisions timely.
+ moreAutomatically capture and store referral submissions in a centralized database to ensure accurate, real-time tracking and efficient management.
+ more