1.Detect new or updated customer record
Integrate ServiceTitan and customer data lookups to fetch recent payments and customer contact entries for referral qualification.
Add high-value customers to referral program subscriber list
Automatically monitor new or updated customer records in ServiceTitan and referral marketing tools. Create referral subscribers when customer created, customer modified, or customer record updatedβso you can qualify high-value payers, capture primary contacts, and apply program tags without manual segmentation.
How this automation grows your referral subscriber list
When high-value customers are created or updated but not segmented right away, referral outreach can miss peak intent. This automation pulls recent payments, sums totals and selects primary contacts, then creates referral subscribers in ReferralHeroβso your team can target the right customers fast.
ServiceTitanor swap with your favorite app
2.Sum payments and pick primary contact
Integrate Code by Zapier and analytics tools to total payment amounts and extract the first available email and phone.
Code by Zapieror swap with your favorite app
3.Verify payment threshold and email
Integrate Filter by Zapier and validation rules to continue only when payment totals exceed the threshold and email exists.
Filter by Zapieror swap with your favorite app
4.Add subscriber to referral program
Integrate ReferralHero and contact matching to create the subscriber with email, name, phone, and the program source tag.
ReferralHeroor swap with your favorite app
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Explore all referral program management automations
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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