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  1. Referral Automation
  2. Referral Program
  3. Automated referral updates

Send introduction emails and texts for referral program updates

Automate notifications and communications for referral program updates to ensure timely, consistent outreach and streamline participant engagement across channels. By scheduling reminders, drafting follow-ups, and instantly notifying professionals when they are listed, you reduce manual effort and avoid missed opportunities. Consolidated data capture and organized record-keeping enhance visibility and improve collaboration throughout the referral lifecycle.

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  • Schedule by Zapier
  • Code by Zapier
  • Looping by Zapier
  • Gmail
  • Google Sheets
  • monday.com
  • JobTread
  • Filter by Zapier
  • Microsoft Outlook
  • Textmagic
  • Slack
  • Formatter by Zapier
  • Typeform
  • Asana
  • Zapier Tables
  • SendGrid
  • Jotform
  • Heymarket SMS
  • Webhooks by Zapier
  • Delay by Zapier