- Referral Automation
- Referral Program
- Automate referral status updates
Update referral statuses based on record changes
This automation category streamlines referral status management by connecting record updates to status adjustments in real time. It eliminates manual data entry and ensures that referrals are accurately tracked as soon as any underlying information changes. Users gain greater transparency into referral pipelines, reduce errors, and save time by letting the system handle status updates automatically.
Filter by common apps:
Google Sheets
Pardot
Salesforce
Referral Rock
- Update referral eligibility in Pardot for new or modified Google Sheets entries
- Update referral statuses in Referral Rock from Salesforce field changes
Update referral statuses in Referral Rock from Salesforce field changes