- Referral Automation
- Referral Program
- Referral onboarding automation
Facilitate onboarding of new members into a referral program
Automate the onboarding of new referral program members by connecting registration, communication, and tracking platforms to ensure timely welcomes, data updates, and campaign enrollment without manual intervention. This setup instantly captures new sign-ups, populates referral dashboards, and triggers personalized outreach to maintain momentum and engagement. By streamlining welcome messages and data synchronization, you reduce errors, accelerate member activation, and free your team to focus on strategic growth activities.
Filter by common apps:
Sub-Zap by Zapier
Referral Rock
Slack
Google Sheets
Formatter by Zapier
Gmail
Klaviyo
Refersion
Ontraport
Everfit
Ghost
Viral Loops
Ignition
monday.com
- Add new members to Referral Rock and return referral information
- Capture new referrals from Slack, add to Google Sheets, and send personalized emails via Gmail
Capture new referrals from Slack, add to Google Sheets, and send personalized emails via Gmail
- Create an affiliate account in Refersion when a new event occurs in Klaviyo
Create an affiliate account in Refersion when a new event occurs in Klaviyo
- Invite new clients to Everfit and update their contact info in Ontraport
Invite new clients to Everfit and update their contact info in Ontraport
- Add new members to referral campaign in Viral Loops from Ghost
Add new members to referral campaign in Viral Loops from Ghost
- Create a new project board and track referrals in monday.com when a proposal is accepted in Ignition
Create a new project board and track referrals in monday.com when a proposal is accepted in Ignition