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  1. Referral Automation
  2. Referral Program
  3. 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