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  1. Referral Automation
  2. Referral Program
  3. Automate referral contacts

Manage and update contacts in a referral program based on submissions

This automation streamlines the process of adding and updating contacts in a referral program whenever new submissions are received, eliminating manual data entry and ensuring timely follow-up. It automatically creates or updates participant records, sends notifications to applicants, and logs all interactions for transparent tracking. As a result, you can maintain an accurate, up-to-date referral database, improve engagement rates, and focus on growing your program rather than managing spreadsheets.

Filter by common apps:

  • Formstack
  • ActiveCampaign
  • Microsoft Outlook
  • Google Sheets
  • HubSpot
  • Filter by Zapier
  • Viral Loops
  • Paperform