- Referral Automation
- Referral Process
- Automated referral lead capture
Capture and create leads from referral form submissions
Automate the process of gathering referral submissions and converting them into actionable leads without manual intervention. Ensure real-time notifications and seamless lead creation workflows to keep your sales and marketing teams informed and responsive. This automation streamlines data handling, reduces human error, and accelerates your follow-up process for increased conversion rates.
Filter by common apps:
Perspective
Slack
Google Sheets
HubSpot
Google Forms
Pipedrive
Filter by Zapier
Cognito Forms
Formatter by Zapier
Salesforce
Webhooks by Zapier
Discord
Gravity Forms
BrokerEngine
ActiveCampaign
Referral Rock
AccuLynx
Referral Factory
- Notify in Slack, log in Google Sheets, and create contact in HubSpot for new leads
- Capture new referral leads from Google Forms, create contact in HubSpot, and notify team in Slack
Capture new referral leads from Google Forms, create contact in HubSpot, and notify team in Slack
- Create booking form entry for new Pipedrive deals, and update the deal with booking information
Create booking form entry for new Pipedrive deals, and update the deal with booking information
- Capture new partner referrals from Google Forms, extract details with Formatter, find partner in Google Sheets, and create lead in Salesforce
Capture new partner referrals from Google Forms, extract details with Formatter, find partner in Google Sheets, and create lead in Salesforce
- Capture referral data, format phone number, and create new lead in Salesforce
Capture referral data, format phone number, and create new lead in Salesforce
- Capture referral leads from QR code, create record in HubSpot, and notify team in Discord
Capture referral leads from QR code, create record in HubSpot, and notify team in Discord
- Capture referrals from Gravity Forms, search referrer in BrokerEngine, create new card, and update contact in ActiveCampaign
Capture referrals from Gravity Forms, search referrer in BrokerEngine, create new card, and update contact in ActiveCampaign
- Create a new lead in AccuLynx for each new referral in Referral Rock
Create a new lead in AccuLynx for each new referral in Referral Rock
- Qualify new leads from Cognito Forms to Referral Factory
Qualify new leads from Cognito Forms to Referral Factory
