- Referral Automation
- Referral Process
- Employee referral automation
Initiate workflows for managing employee referrals based on submissions
Automate the end-to-end employee referral process by capturing submissions, qualifying candidates, notifying stakeholders, and creating follow-up tasks without manual intervention. This ensures every referral is tracked, evaluated, and rewarded in real time, reducing administrative delays and errors. The result is faster hiring cycles, higher advocate engagement, and complete visibility into program performance.
Filter by common apps:
Typeform
Slack
EngageBay Marketing
monday.com
HubSpot
Kajabi
Referral Factory
Webhooks by Zapier
Filter by Zapier
Referral Rock
WPForms
Formatter by Zapier
ServiceTitan
NeverBounce
Pipedrive
URL Shortener by Zapier
Smartsheet
Delay by Zapier
GeniusReferrals
- Notify team in Slack, create contact in EngageBay, and track tasks in monday.com for referrals
- Capture form submissions, find contact, and enroll in workflow with HubSpot
Capture form submissions, find contact, and enroll in workflow with HubSpot
- Qualify user as referral in Referral Factory when new payment is completed in Kajabi
Qualify user as referral in Referral Factory when new payment is completed in Kajabi
- Qualify referrals from Webhooks by Zapier, filter, find and update in Referral Rock
Qualify referrals from Webhooks by Zapier, filter, find and update in Referral Rock
- Create task in ServiceTitan from WPForms referral submission, and format date
Create task in ServiceTitan from WPForms referral submission, and format date
- Process referrals from HubSpot, verify emails with NeverBounce, create contacts, and add to workflow in HubSpot
Process referrals from HubSpot, verify emails with NeverBounce, create contacts, and add to workflow in HubSpot
- Generate and update referral links in Pipedrive, shorten URL, and update organization
Generate and update referral links in Pipedrive, shorten URL, and update organization
- Update master sheet with new referral data from Smartsheet, filter entries, and delay processing
Update master sheet with new referral data from Smartsheet, filter entries, and delay processing
- Process referrals and trigger bonuses with Webhooks by Zapier and GeniusReferrals
Process referrals and trigger bonuses with Webhooks by Zapier and GeniusReferrals