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  1. Referral Automation
  2. Referral Program
  3. Referral code updates

Update referral codes for new members in a contact management system

Automatically updating referral codes for new members streamlines the onboarding process by ensuring each contact receives the correct incentive code as soon as they join. This automation reduces manual data entry errors and frees up team members for higher-value tasks. It also maintains real-time consistency between your referral system and contact database without any additional effort.

Filter by common apps:

  • Referral Rock
  • Filter by Zapier
  • Zoho CRM
  • Acuity Scheduling
  • Pardot