- Referral Automation
- Referral Management
- Auto-upsert contacts
Create or update customer contact information in a referral management system based on specific triggers
Automatically create or update customer contact records in a referral management or CRM system whenever new referrals, memberships, or lead events occur. This automation ensures that contact databases stay current without manual data entry, reducing errors and saving time. By linking trigger events from various sources to the referral platform, teams maintain accurate customer profiles and streamline follow-up workflows.
Filter by common apps:
Referral Rock
HubSpot
Filter by Zapier
Code by Zapier
Webhooks by Zapier
Setmore Appointments
Referrizer
Notion
Quo
Acuity Scheduling
Mailbox Power
PartnerStack
Google Sheets
Vitally
Exercise.com
Microsoft Excel
Formatter by Zapier
Salesforce
- Create or update contacts in HubSpot from new referrals in Referral Rock
- Update database with referral information from HubSpot deal changes, filter conditions, run Python, and send POST request
Update database with referral information from HubSpot deal changes, filter conditions, run Python, and send POST request
- Create or update customer contact in Referrizer from new contact in Setmore Appointments
Create or update customer contact in Referrizer from new contact in Setmore Appointments
- Create or update contact in OpenPhone, and update database item in Notion
Create or update contact in OpenPhone, and update database item in Notion
- Assign company owner to contact from incoming referral data in HubSpot
Assign company owner to contact from incoming referral data in HubSpot
- Create or update contact in Mailbox Power from new Acuity Scheduling appointment
Create or update contact in Mailbox Power from new Acuity Scheduling appointment
- Create note in Vitally, add row in Google Sheets when new partnership event occurs in PartnerStack
Create note in Vitally, add row in Google Sheets when new partnership event occurs in PartnerStack
- Create or update contact in Referrizer when new client is added in Exercise.com
Create or update contact in Referrizer when new client is added in Exercise.com
- Create new opportunity in Salesforce from new referral in Microsoft Excel, and format details with Formatter
Create new opportunity in Salesforce from new referral in Microsoft Excel, and format details with Formatter
