- Referral Automation
- Referral Marketing
- Automate referral lead capture
Manage leads from referral submissions
Automate the intake and organization of referral submissions to ensure every lead is promptly captured, tagged, and routed to the right follow-up process. By automatically assigning leads to relevant marketing or sales workflows, teams eliminate manual data entry errors and speed up response times. This streamlined approach improves conversion rates, keeps leads engaged, and provides visibility into referral performance metrics without any extra effort.
Filter by common apps:
Paperform
Salesforce
Slack
Zoho CRM
Filter by Zapier
Referral Rock
Talkadot
Kartra
Bubble
Webhooks by Zapier
Attio
Formatter by Zapier
Instantly
WPForms
Mailchimp
- Capture new referral leads from Paperform, create leads in Salesforce, and notify marketing team in Slack
- Add referrals in Referral Rock from new leads in Zoho CRM that meet criteria
Add referrals in Referral Rock from new leads in Zoho CRM that meet criteria
- Create and tag new leads in Kartra from Talkadot referrals
Create and tag new leads in Kartra from Talkadot referrals
- Create leads in Salesforce from Bubble referral submissions, and update Bubble records
Create leads in Salesforce from Bubble referral submissions, and update Bubble records
- Capture referral form submissions, create new lead in Attio, and add lead to campaign
Capture referral form submissions, create new lead in Attio, and add lead to campaign
- Add new WPForms submissions to marketing campaign for lead management
Add new WPForms submissions to marketing campaign for lead management
- Capture referral form submissions, create or update leads in Salesforce, and manage subscribers in Mailchimp
Capture referral form submissions, create or update leads in Salesforce, and manage subscribers in Mailchimp
