- Referral Automation
- Referral Program
- Post-Payment SMS Referrals
Notify customers about the referral program via sms after payment
This automation streamlines the process of notifying customers about your referral program via SMS immediately after they complete a payment, ensuring timely engagement and maximizing referral uptake. By automatically sending personalized messages, it eliminates manual follow-up tasks and reduces the chance of human error. The real-time alerts drive higher conversion rates by capitalizing on customer momentum and maintaining clear, consistent communication.
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Salesforce
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OneWaySMS
Square
Twilio
AgencyZoom
Delay by Zapier
RingCentral
Gravity Forms
Kudosity
ActiveCampaign
Client Dispute Manager
Google Contacts
Webhooks by Zapier
Zapier Tables
Typeform
Email Parser by Zapier
Microsoft Outlook
Formatter by Zapier
- Send referral link via SMS from Salesforce to specified phone number when opportunity is created
- Notify customers via SMS about referral program after payment in Square
Notify customers via SMS about referral program after payment in Square
- Notify customers via SMS about referral program after new policy is sold
Notify customers via SMS about referral program after new policy is sold
- Send referral link via SMS from Gravity Forms to users with valid phone numbers
Send referral link via SMS from Gravity Forms to users with valid phone numbers
- Create lead, create contact, and send personalized SMS for new ActiveCampaign referrals
Create lead, create contact, and send personalized SMS for new ActiveCampaign referrals
- Send welcome SMS to new referral participants, and create their record in the database
Send welcome SMS to new referral participants, and create their record in the database
- Notify patients via SMS when Typeform referral is submitted using Twilio
Notify patients via SMS when Typeform referral is submitted using Twilio
- Process referrals, send personalized emails via Outlook, and send SMS notifications with Twilio
Process referrals, send personalized emails via Outlook, and send SMS notifications with Twilio