- 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:
Zoho CRM
Filter by Zapier
Referral Rock
Bubble
Salesforce
Talkadot
Kartra
Webhooks by Zapier
Attio
Formatter by Zapier
Instantly
WPForms
Paperform
Slack
Mailchimp
- Add referrals in Referral Rock from new leads in Zoho CRM that meet criteria
- Create leads in Salesforce from Bubble referral submissions, and update Bubble records
Create leads in Salesforce from Bubble referral submissions, and update Bubble records
- Create and tag new leads in Kartra from Talkadot referrals
Create and tag new leads in Kartra from Talkadot referrals
- 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 new referral leads from Paperform, create leads in Salesforce, and notify marketing team in Slack
Capture new referral leads from Paperform, create leads in Salesforce, and notify marketing team in Slack
- 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
