1.Detect completed-installation deal
Integrate Pipedrive and CRM workflows to detect completed-installation deal matches and start referral messaging.
Send referral completion SMS and internal alert to referrer
Automatically monitor completed-installation deal matches across Pipedrive and analytics tools. Get instant alerts when business hours allow SMS confirmations, internal Slack alerts post, or rewards follow-ups get queuedβso you can send messages and coordinate without manual outreach.
How this automation closes the referral loop
When completed-installation deals are detected, delays can stall confirmations and coordinators can miss the verification step. This automation finds the referrer, checks business hours, schedules delivery, then sends an SMS and posts a private Slack alertβso your team closes the loop fast.
Pipedriveor swap with your favorite app
2.Find deal and related contacts
Integrate Pipedrive and CRM workflows to find the completed installation deal and related contacts for messaging.
3.Check business hours window
Integrate Code by Zapier and scheduling tools to run a business hours check and generate the next delivery timestamp.
Code by Zapieror swap with your favorite app
4.Delay until business hours
Integrate Delay by Zapier and scheduling tools to wait until business hours before continuing with the notification.
Delay by Zapieror swap with your favorite app
5.Send SMS to referrer
Integrate Twilio and messaging templates to send an SMS confirmation to the referrer with reward and reference context.
Twilioor swap with your favorite app
6.Post private team alert
Integrate Slack and team collaboration tools to post a private alert for coordinators with deal and referrer links.
Slackor swap with your favorite app
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Explore all referral program management automations
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Step 1
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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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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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