1.Catches referral event hook
Integrate Webhooks by Zapier and webhook handling tools to catch Hook events and trigger the referral alert workflow.
Send referral booking alerts via email and SMS to referrers
Automatically catch incoming referral events across Zapier Tables and Textmagic and Gmail. Get instant referral alerts when meeting invitations or meeting completions or referral submissions happenβso you can send SMS updates and email notifications and keep outreach current without manual outreach.
How this automation keeps referrals engaged with timely alerts
When incoming referral events trigger uncoordinated outreach, contacts go stale and meetings slip. This automation finds referrers, filters opt outs, and sends SMS and email alertsβso your team can keep referral engagement current.
Webhooks by Zapieror swap with your favorite app
2.Finds matching referrer record
Integrate Zapier Tables and data lookup tools to find a referrer record and map webhook identifiers to the table search key.
Zapier Tablesor swap with your favorite app
3.Skips opted out referrers
Integrate Filter by Zapier and routing rules tools to continue only when a referrer is found and not flagged as opted out.
Filter by Zapieror swap with your favorite app
4.Sends SMS message
Integrate Textmagic and SMS messaging tools to send the referral SMS with candidate and meeting details to the recipient number.
Textmagicor swap with your favorite app
5.Sends notification email
Integrate Gmail and email sending tools to send the referral email with candidate and meeting details to the recipient address.
Gmailor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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