- Referral Automation
- Referral Tracking
- Referral Digests Automation
Compile and send regular updates or digests of referral activities to relevant stakeholders
Automatically compiling and sending regular updates or digests of referral activities ensures stakeholders stay informed about program performance without manual effort. By aggregating data from various referral touchpoints and delivering concise summaries on a schedule, teams can quickly spot trends and address issues. This automation reduces administrative overhead, enhances transparency, and drives timely decision-making.
Filter by common apps:
ActiveCampaign
monday.com
Zendesk
Webhooks by Zapier
Gmail
Formatter by Zapier
Code by Zapier
Google Sheets
Practice Better
ReferralHero
HubSpot
Filter by Zapier
Partnero
- Track referrals in monday.com and create support tickets in Zendesk
- Capture referral information, send notification emails, and create new item in monday.com
Capture referral information, send notification emails, and create new item in monday.com
- Extract referral info from Gmail, create item in monday.com, and add row in Google Sheets
Extract referral info from Gmail, create item in monday.com, and add row in Google Sheets
- Track referral conversion events in ReferralHero when a package is confirmed in Practice Better
Track referral conversion events in ReferralHero when a package is confirmed in Practice Better
- Create referral deal in HubSpot from deal property updates, filter conditions, and format date
Create referral deal in HubSpot from deal property updates, filter conditions, and format date
- Notify stakeholders via email when a subscriber is rewarded in Partnero
Notify stakeholders via email when a subscriber is rewarded in Partnero