- Referral Automation
- Referral Program
- 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
- Capture Referrals Effortlessly: Log Form Submissions in Google Sheets and Add Contacts to HubSpot Marketing List
- Stay Informed: Capture Health Referrals from Jotform to Google Sheets and Notify Follow Up Boss
Stay Informed: Capture Health Referrals from Jotform to Google Sheets and Notify Follow Up Boss
- Receive Structured Referral Data in Excel from Gravity Forms Submissions
Receive Structured Referral Data in Excel from Gravity Forms Submissions
- Effortlessly Capture and Manage Coaching Workshop Referrals with Jotform, HubSpot, Slack, and Google Sheets
Effortlessly Capture and Manage Coaching Workshop Referrals with Jotform, HubSpot, Slack, and Google Sheets
- Effortlessly Capture and Organize Referral Information from Ninja Forms to Google Sheets
Effortlessly Capture and Organize Referral Information from Ninja Forms to Google Sheets