- Referral Automation
- Referral Process
- Instant referral alerts
Notify team members about new referral form submissions
This automation streamlines referral management by instantly alerting the team whenever a new referral form is submitted. It eliminates manual monitoring and reduces response delays by delivering real-time notifications to the right channels. As a result, teams stay aligned, follow up faster, and maximize conversion opportunities.
Filter by common apps:
Webflow
Sub-Zap by Zapier
Slack
Lexamica
HubSpot
Delay by Zapier
Filter by Zapier
Gmail
Formatter by Zapier
Gravity Forms
Microsoft Outlook
Airtable
Roam
LeadConnector
Telegram
Acuity Scheduling
- Capture new Webflow form submissions, call a Sub-Zap, and notify team on Slack
- Notify intake team in Slack when new referral is received from Lexamica
Notify intake team in Slack when new referral is received from Lexamica
- Notify team in Slack when new HubSpot referral is created or updated
Notify team in Slack when new HubSpot referral is created or updated
- Notify team in Slack when new referral email arrives in Gmail
Notify team in Slack when new referral email arrives in Gmail
- Send referral email, notify team channel on Slack when Gravity Forms submission occurs
Send referral email, notify team channel on Slack when Gravity Forms submission occurs
- Notify sales team in Roam when new record is submitted in Airtable
Notify sales team in Roam when new record is submitted in Airtable
- Notify team members via email when a new client referral form is submitted in HubSpot
Notify team members via email when a new client referral form is submitted in HubSpot
- Notify team on Telegram about new referral leads after delay
Notify team on Telegram about new referral leads after delay
- Notify team in Slack when new appointment is scheduled in Acuity Scheduling and referral is made
Notify team in Slack when new appointment is scheduled in Acuity Scheduling and referral is made
