- Referral Automation
- Referral Program
- Referral automation
Process new referrals by capturing data and updating records
Automate the intake and management of new referral data by capturing submissions from spreadsheets, forms, or CRM entries and updating records across your systems in real time. This ensures every referral is logged accurately, follow-up tasks are created automatically, and your team receives instant notifications. The workflow reduces manual errors, accelerates response times, and provides clear visibility into referral statuses.
Filter by common apps:
Google Sheets
Formatter by Zapier
Zoho CRM
Viral Loops
Code by Zapier
Mailchimp
Webhooks by Zapier
Referral Factory
Microsoft Excel
Salesforce
Typeform
Asana
Gmail
- Effortlessly Manage Adult Referrals: Capture Updates from Google Sheets and Organize in Zoho CRM
- Effortlessly Capture and Manage New Referral Participants with Viral Loops, Mailchimp, and Custom Code
Effortlessly Capture and Manage New Referral Participants with Viral Loops, Mailchimp, and Custom Code
- Receive Instant Updates on New Referrals with Referral Factory and Webhooks
Receive Instant Updates on New Referrals with Referral Factory and Webhooks
- Effortlessly Capture New Referrals from Excel to Salesforce for Seamless Contact and Program Engagement Management
Effortlessly Capture New Referrals from Excel to Salesforce for Seamless Contact and Program Engagement Management
- Effortlessly Create New Client Entries in Zoho CRM from Google Sheets Updates
Effortlessly Create New Client Entries in Zoho CRM from Google Sheets Updates
- Receive Patient Referral Updates, Log Them in Google Sheets, Create Follow-Up Tasks in Asana, and Notify Your Team via Gmail
Receive Patient Referral Updates, Log Them in Google Sheets, Create Follow-Up Tasks in Asana, and Notify Your Team via Gmail
