Skip to content
  1. Referral Automation
  2. Referral Program
  3. Capture referrals instantly

Capture new customer information for referral program management

This automation automatically captures new customer information from each sale and populates a centralized referral database, ensuring all referral entries are logged accurately without manual effort. It maintains real-time visibility into new leads, enabling your team to quickly identify and reward successful referrals. By consolidating data in one place, you reduce errors and free up time for higher-value marketing and outreach activities.

Filter by common apps:

  • Square
  • Formatter by Zapier
  • Google Sheets