- 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:
ClickFunnels Classic
Campaign Refinery
Google Sheets
Referral Rock
Zoho CRM
Google Forms
Filter by Zapier
HubSpot
Facebook Lead Ads
Referrizer
monday.com
Referral Factory
Salesforce
Viral Loops
LeadConnector
Brevo
Smartsheet
SharpSpring
- Log new ClickFunnels contacts in Campaign Refinery and Google Sheets
- Create or update lead entries in Zoho CRM from new referrals in Referral Rock
Create or update lead entries in Zoho CRM from new referrals in Referral Rock
- Track and manage referrals in HubSpot from Google Forms responses
Track and manage referrals in HubSpot from Google Forms responses
- Capture new leads from Facebook Lead Ads and update contacts in Referrizer
Capture new leads from Facebook Lead Ads and update contacts in Referrizer
- Qualify users as leads in Referral Factory from updates in monday.com
Qualify users as leads in Referral Factory from updates in monday.com
- Update lead information in Salesforce from new referral in Referral Rock
Update lead information in Salesforce from new referral in Referral Rock
- Add new participants from Viral Loops to LeadConnector workflow for follow up
Add new participants from Viral Loops to LeadConnector workflow for follow up
- Add new Brevo contacts to Viral Loops referral campaign
Add new Brevo contacts to Viral Loops referral campaign
- Create or update lead in SharpSpring from new Smartsheet referral
Create or update lead in SharpSpring from new Smartsheet referral