- Referral Automation
- Referral Process
- Referral Agreement Alerts
Notify relevant parties when referral agreements are signed or updated
Automatically alert team members or stakeholders whenever referral agreements are signed, updated, or move to a new status. This automation ensures everyone stays informed in real time, reducing manual updates and preventing missed opportunities. It streamlines communication and accelerates decision-making by delivering notifications to the right channels immediately.
Filter by common apps:
PandaDoc
Airtable
Gmail
HubSpot
Filter by Zapier
Google Sheets
Slack
Jotform
Quo
Webhooks by Zapier
Referral Rock
PartnerStack
Pipefy
Zoho CRM
Salesforce
Microsoft Outlook
- Update referral status in Airtable and notify parties via Gmail when PandaDoc document is completed
- Notify team member in Slack when deal stage updates in HubSpot, and provide Google Sheets links
Notify team member in Slack when deal stage updates in HubSpot, and provide Google Sheets links
- Notify team members and record signed referral agreements in Airtable, and message in Slack and OpenPhone
Notify team members and record signed referral agreements in Airtable, and message in Slack and OpenPhone
- Approve referral and update status in Referral Rock when a request is received
Approve referral and update status in Referral Rock when a request is received
- Notify the team in Slack when a partner makes their first successful paid referral
Notify the team in Slack when a partner makes their first successful paid referral
- Notify Slack channel when new referral meets criteria in Pipefy
Notify Slack channel when new referral meets criteria in Pipefy
- Approve referral agreement, create or update contact in HubSpot, and notify team in Slack
Approve referral agreement, create or update contact in HubSpot, and notify team in Slack
- Update referral status and amount in Referral Rock when deal reaches production in Zoho CRM
Update referral status and amount in Referral Rock when deal reaches production in Zoho CRM
- Notify sales team of new referral, find or create record in Salesforce, update lead, and send email
Notify sales team of new referral, find or create record in Salesforce, update lead, and send email
