1.Detect referral flag change
Integrate Salesforce and CRM fields to detect referral flag changes and qualify records to trigger the referral flow.
Send new referral to partner and update CRM record
Automatically monitor referral flag changes across Salesforce and Webhooks by Zapier. Create and update when referral flag changes, qualifying criteria passes, or partner response returnsβso you can send partner referral details, update referral status, and capture referral timestamps without manual data entry.
How this automation accelerates partner referrals
When referral flag changes in Salesforce, intake can stall and partner submissions can get delayed. This automation posts referral details to the partner endpoint and updates your CRM referral status and timestampβso your team can move referrals forward without manual follow-up.
Salesforceor swap with your favorite app
2.Post referral to partner endpoint
Integrate Webhooks by Zapier and partner API endpoints to post referral details to the configured payload format.
Webhooks by Zapieror swap with your favorite app
3.Update referral status and timestamp
Integrate Salesforce and CRM updates to set referral status and write the referral timestamp from the partner response.
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Explore all referral program management automations
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Step 1
Connect your tools
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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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