- 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:
Calendly
TaxDome
Google Calendar
Kajabi
Referral Factory
Shopify
Webhooks by Zapier
Filter by Zapier
Referral Rock
WPForms
Formatter by Zapier
ServiceTitan
LeadConnector
ReferralHero
HubSpot
NeverBounce
Pipedrive
URL Shortener by Zapier
- Create new client workflow, find contact, and schedule event in Google Calendar
- 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
- Create referral reward in Referral Factory when new paid order is placed in Shopify
Create referral reward in Referral Factory when new paid order is placed in Shopify
- 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
- Qualify user with email from Shopify new order in Referral Factory
Qualify user with email from Shopify new order in Referral Factory
- Create task in ServiceTitan from WPForms referral submission, and format date
Create task in ServiceTitan from WPForms referral submission, and format date
- Add new subscriber to ReferralHero when LeadConnector pipeline stage changes
Add new subscriber to ReferralHero when LeadConnector pipeline stage changes
- 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
