- Referral Automation
- Referral Process
- Automate referral lead management
Process referral emails and manage lead records in a crm system
This automation streamlines referral handling by automatically capturing lead information from incoming emails and updating CRM records without manual intervention. It ensures that every referral is promptly logged, enriched with accurate data, and routed to the right team member for quick follow-up. By reducing data entry errors and accelerating response times, teams stay organized and never miss a revenue opportunity.
Filter by common apps:
Referrizer
LeadConnector
Email Parser by Zapier
Lawmatics
Gmail
Google Forms
Real Geeks
Cognito Forms
Formatter by Zapier
Zoho CRM
Talkadot
HubSpot
Email by Zapier
Code by Zapier
Filter by Zapier
Firebase / Firestore
Salesforce
MyCRM Sync
Follow Up Boss
- Create or update contact in LeadConnector from new Referrizer lead
- Process referral emails from Email Parser by Zapier, find matter in Lawmatics, find email in Gmail, and send email in Gmail
Process referral emails from Email Parser by Zapier, find matter in Lawmatics, find email in Gmail, and send email in Gmail
- Notify via email, and create new lead in Real Geeks from Google Forms
Notify via email, and create new lead in Real Geeks from Google Forms
- Create or update leads in Zoho CRM from new Cognito Forms entries
Create or update leads in Zoho CRM from new Cognito Forms entries
- Create a new contact in HubSpot from a new referral lead in Talkadot
Create a new contact in HubSpot from a new referral lead in Talkadot
- Process and validate referral information from Email by Zapier, run Python, and filter results
Process and validate referral information from Email by Zapier, run Python, and filter results
- Create new lead in Salesforce from new referral document in Firestore
Create new lead in Salesforce from new referral document in Firestore
- Capture referrals from Google Forms, create leads in MyCRM, and send emails via Gmail
Capture referrals from Google Forms, create leads in MyCRM, and send emails via Gmail
- Create or update contact in Follow Up Boss, and add tags from Cognito Forms
Create or update contact in Follow Up Boss, and add tags from Cognito Forms
