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  1. Referral Automation
  2. Referral Program
  3. Referral Capture Automation

Capture and organize referral information from submissions

Capture and organize referral information from various form submissions into centralized spreadsheets and CRM systems automatically, eliminating manual data entry and reducing errors. Notify relevant team members via communication channels when new referrals are received, ensuring timely follow-up and improved collaboration. Leverage structured data to segment and enrich contact records, streamline marketing lists, and gain actionable insights without switching between multiple platforms.

Filter by common apps:

  • Google Forms
  • Formatter by Zapier
  • Google Sheets
  • HubSpot
  • Jotform
  • Follow Up Boss
  • Gravity Forms
  • Microsoft Excel
  • Slack
  • Ninja Forms