1.Detect new referral list item
Integrate Microsoft SharePoint and referral tracking tools to monitor new list items and trigger contact lookups.
Send scheduling texts for new referral list entries
Automatically monitor new referral list items across SharePoint and HubSpot. Get instant scheduling texts and branch confirmations and log outreach audits when referral row added, customer ID provided, or referral time window setβso you can avoid manual follow-up.
How this automation logs referral outreach reliably
When new list items land in SharePoint, referrals can stall before outreach is attempted. This automation finds HubSpot matches, sends scheduling texts and notifies branches, and logs each attempt so your team can follow up faster.
Microsoft SharePointor swap with your favorite app
2.Find custom object by customer ID
Integrate HubSpot and CRM lookup tools to retrieve contact phone and first name for a customer ID match.
HubSpotor swap with your favorite app
3.Send text message for matched contacts
Integrate Salesmsg and SMS messaging tools to send a scheduling text from the referral phone number.
Salesmsgor swap with your favorite app
4.Post branch channel message
Integrate Microsoft Teams and collaboration tools to confirm SMS results and share scheduling context with the branch.
Microsoft Teamsor swap with your favorite app
5.Create message request record
Integrate Zapier Tables and reporting tools to create an audit record for each matched outbound attempt.
Zapier Tablesor swap with your favorite app
6.Alert branch about missing match
Integrate Microsoft Teams and alerting tools to notify the branch to verify the customer ID when no match is found.
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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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