- Referral Automation
- Referral Tracking
- Contact sync automation
Update and manage contact information for new leads and referrals in a tracking system
Automatically capture, update, and synchronize new lead and referral contact information across multiple systems to maintain an accurate, up-to-date database. By automating lead intake from ad platforms, web forms, spreadsheets, and webhooks, you eliminate manual data entry and reduce the risk of errors or missed opportunities. This continuous data flow ensures your sales and marketing teams always work with current contact details, driving faster follow-ups and better conversion rates.
Filter by common apps:
LeadConnector
Filter by Zapier
Airtable
Salesforce
Pardot
Webhooks by Zapier
Delay by Zapier
MailerLite
Streak
Viral Loops
Woodpecker.co
Slack
Google Sheets
ClickFunnels Classic
Project Broadcast
ReferralHero
HubSpot
- Enrich contact information in Airtable for leads in LeadConnector
- Update prospect information in Pardot when Salesforce lead field changes
Update prospect information in Pardot when Salesforce lead field changes
- Capture leads from webhook, filter them, delay, and add or update contact in LeadConnector
Capture leads from webhook, filter them, delay, and add or update contact in LeadConnector
- Create new entry in Streak when subscriber joins MailerLite group
Create new entry in Streak when subscriber joins MailerLite group
- Add or update contact in LeadConnector when new participant joins Viral Loops campaign
Add or update contact in LeadConnector when new participant joins Viral Loops campaign
- Notify marketing team in Slack, and log interested prospects in Google Sheets
Notify marketing team in Slack, and log interested prospects in Google Sheets
- Update referral tracking records with intake date from Google Sheets
Update referral tracking records with intake date from Google Sheets
- Track and manage contacts in ClickFunnels Classic and Project Broadcast
Track and manage contacts in ClickFunnels Classic and Project Broadcast
- Create or update contact in HubSpot from new referral in ReferralHero
Create or update contact in HubSpot from new referral in ReferralHero