1.Detect new referral contact created
Integrate Freshsales Suite and CRM data to detect new contact created that matches your referral filter.
Add new referral contacts to your referral outreach list
Automatically detect new contact created in Freshsales Suite across your CRM and Brevo referral setup. Create and update when referral criteria match, referral stage aligns, or marketing consent is confirmedβso you can add or update contacts, tag high-value referrals, and populate your referral outreach list without manual list building.
How this automation protects your referral outreach list
When a new CRM contact matches your referral filter, delays can slow loan officer follow-up and create inconsistent outreach lists. This automation watches qualifying referral contacts and filters them in Zapier, then add or updates your Brevo referral outreach contacts so your team can act fastβwithout manual list maintenance.
Freshsales Suiteor swap with your favorite app
2.Continue only for qualifying records
Integrate Filter by Zapier and workflow rules to continue only when referral flags or stages qualify.
Filter by Zapieror swap with your favorite app
3.Add or update referral outreach contacts
Integrate Brevo and contact database tools to add or update referral list contacts with emails, names, and tags.
Brevoor 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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