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  1. Referral Automation
  2. Referral Program
  3. Referral automation workflow

Process referrals from a family wholesale program and log data

Automate the flow of referral information by capturing incoming form submissions, centralizing data storage, and seamlessly initiating follow-up actions in your marketing pipeline. This ensures every family program referral is accurately recorded and promptly acted upon without manual intervention. By streamlining data entry and lead nurturing, you eliminate errors, save time, and accelerate engagement with potential customers.

Filter by common apps:

  • Gravity Forms
  • Zapier Tables
  • Google Sheets
  • LeadConnector