- Referral Automation
- Referral Program
- Automate referral tracking
Manage referral program submissions by capturing and updating data
This automation category streamlines the capture, organization, and updating of referral submissions across your systems to ensure timely processing and accurate record-keeping. It reduces manual data entry by automatically transferring referral details into centralized logs and notifying relevant stakeholders of new or updated entries. By maintaining up-to-date information and providing immediate alerts, it helps you manage high volumes of referrals without missing opportunities or creating bottlenecks.
Filter by common apps:
AccuLynx
Google Sheets
LeadConnector
HubSpot
Gravity Forms
ActiveCampaign
Slack
Zapier Tables
Tapfiliate
Filter by Zapier
Formatter by Zapier
Webhooks by Zapier
Jotform
Google Drive
Airtable
Gmail
Salesforce
- Get job data in Google Sheets, and update contacts in LeadConnector
- Capture form submissions, find contacts, add to mailing list, and update contact information in HubSpot
Capture form submissions, find contacts, add to mailing list, and update contact information in HubSpot
- Capture referral submissions, update contacts in ActiveCampaign, log details in Google Sheets, and notify via Slack
Capture referral submissions, update contacts in ActiveCampaign, log details in Google Sheets, and notify via Slack
- Capture referral submissions from Gravity Forms, update records in Zapier Tables, and add rows in Google Sheets
Capture referral submissions from Gravity Forms, update records in Zapier Tables, and add rows in Google Sheets
- Add referral links to spreadsheet for new affiliates in Tapfiliate, find affiliate, lookup row, and update row
Add referral links to spreadsheet for new affiliates in Tapfiliate, find affiliate, lookup row, and update row
- Capture form submissions from Gravity Forms, filter conditions, format phone numbers, and send data via webhooks
Capture form submissions from Gravity Forms, filter conditions, format phone numbers, and send data via webhooks
- Save new Jotform submissions and upload files to Google Drive
Save new Jotform submissions and upload files to Google Drive
- Capture referral code submissions, create records in Airtable, and send confirmation emails via Gmail
Capture referral code submissions, create records in Airtable, and send confirmation emails via Gmail
- Capture referral submissions, create leads in Salesforce, send notifications, and log details in Google Sheets
Capture referral submissions, create leads in Salesforce, send notifications, and log details in Google Sheets