- Referral Automation
- Referral Management
- Unified referral capture
Capture and organize referral information from various sources into a crm or management system
This automation pipeline centralizes referral data from multiple entry points into a unified management system, eliminating manual data entry and reducing errors. It ensures all referrals are captured in real time, keeping your team informed and responsive. By standardizing and organizing incoming referral information, it accelerates follow-up, improves conversion tracking, and enhances overall productivity.
Filter by common apps:
Referral Rock
Salesforce
Webhooks by Zapier
Asana
Slack
Zoho CRM
Get The Referral
LeadConnector
HubSpot
Referral Factory
Typeform
Code by Zapier
Kajabi
Copper
ReferralHero
monday.com
Wufoo
Follow Up Boss
- Create lead record in Salesforce from new referral in Referral Rock
- Capture referrals, create tasks in Asana, notify team in Slack, and update Zoho CRM
Capture referrals, create tasks in Asana, notify team in Slack, and update Zoho CRM
- Capture new leads from referrals, add/update contacts, add/update opportunities, and map identifiers in CRM
Capture new leads from referrals, add/update contacts, add/update opportunities, and map identifiers in CRM
- Create contacts in HubSpot from new leads in Get The Referral, and map unique IDs
Create contacts in HubSpot from new leads in Get The Referral, and map unique IDs
- Capture new referrals from Referral Factory and add them as leads in Zoho CRM
Capture new referrals from Referral Factory and add them as leads in Zoho CRM
- Create referral record in Salesforce from Typeform submission, transform state names, and capture all data
Create referral record in Salesforce from Typeform submission, transform state names, and capture all data
- Create new contact and opportunity in Copper from Kajabi form submission
Create new contact and opportunity in Copper from Kajabi form submission
- Create new lead in monday.com from new referral in ReferralHero
Create new lead in monday.com from new referral in ReferralHero
- Capture new referrals from Wufoo, notify Follow Up Boss, and create items in monday.com
Capture new referrals from Wufoo, notify Follow Up Boss, and create items in monday.com
