- 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:
Webhooks by Zapier
Referral Rock
ActiveCampaign
Delay by Zapier
Google Sheets
Insightly
Filter by Zapier
Typeform
Short.io
Quo
Process Street
Code by Zapier
Basecamp
DocSend
Airtable
Salesforce
Marketo
Slack
Formatter by Zapier
Notion
- Capture new referrals from web requests and add to Referral Rock
- Process referral responses in ActiveCampaign, delay, lookup and update Google Sheets
Process referral responses in ActiveCampaign, delay, lookup and update Google Sheets
- Update financial records in Insightly with source details when case source name is selected
Update financial records in Insightly with source details when case source name is selected
- Generate and send personalized referral link via Typeform, Short.io, and OpenPhone
Generate and send personalized referral link via Typeform, Short.io, and OpenPhone
- Log approved client referrals in Google Sheets from Process Street tasks
Log approved client referrals in Google Sheets from Process Street tasks
- Record referral in Basecamp when client submits via Webhooks and run Javascript
Record referral in Basecamp when client submits via Webhooks and run Javascript
- Track visitor interactions in Airtable when a new visit occurs in DocSend
Track visitor interactions in Airtable when a new visit occurs in DocSend
- Capture referral information from webhook, find lead in Salesforce, create or update lead in Marketo, and log in Google Sheets
Capture referral information from webhook, find lead in Salesforce, create or update lead in Marketo, and log in Google Sheets
- Capture Slack mentions, filter results, format date, and log into Notion database
Capture Slack mentions, filter results, format date, and log into Notion database