- Referral Automation
- Referral Tracking
- Referral Data Capture
Capture and store referral submissions in a database for tracking and management
Automatically capture referral form submissions and route them into a centralized database for streamlined tracking and management. This setup ensures every referral is recorded accurately and updated in real time, eliminating manual entry and reducing errors. Users gain clear visibility into referral pipelines, making it easy to monitor progress and follow up promptly.
Filter by common apps:
Viral Loops
Zapier Tables
Filter by Zapier
Mailchimp
Cognito Forms
Lawmatics
Google Sheets
HubSpot
Webhooks by Zapier
ReferralHero
Noloco
LeadConnector
Zoho Forms
Tapfiliate
Airtable
Formatter by Zapier
Notion
PostgreSQL
- Add new participants to Mailchimp, find or create records, and filter duplicates
- Capture form entries, find contacts, submit custom form, and log details in Google Sheets
Capture form entries, find contacts, submit custom form, and log details in Google Sheets
- Track referrals by associating new form submissions with companies in HubSpot
Track referrals by associating new form submissions with companies in HubSpot
- Capture referral information, filter requests, and add subscribers in ReferralHero
Capture referral information, filter requests, and add subscribers in ReferralHero
- Capture referral information from webhooks, search for records in Noloco, and update contacts in LeadConnector
Capture referral information from webhooks, search for records in Noloco, and update contacts in LeadConnector
- Capture referral codes from Zoho Forms and create conversions in Tapfiliate
Capture referral codes from Zoho Forms and create conversions in Tapfiliate
- Log and update referral history in Airtable based on specific criteria
Log and update referral history in Airtable based on specific criteria
- Capture requests, process data, send custom requests, and update Notion database
Capture requests, process data, send custom requests, and update Notion database
- Capture new subscriptions from PostgreSQL, find contacts in HubSpot, and send event info via Webhooks
Capture new subscriptions from PostgreSQL, find contacts in HubSpot, and send event info via Webhooks