1.Captures new lead referral data
Integrate Get The Referral and form submission workflows to capture referral submission data and timestamp for CRM entry.
Add referral leads to CRM contact records for reps
Automatically capture new lead referral submissions across Get The Referral and Salesforce. Create and update CRM lead records when referral submitted, lead match found, or owner email providedβso you can update leads, create new leads, and assign ownership without manual data entry.
How this automation updates your CRM lead records
When a referral submission comes in, missed or duplicate leads can stall follow-up. This automation finds owners and leads, then updates or creates Salesforce recordsβso your team can work from clean CRM data.
Get The Referralor swap with your favorite app
2.Finds user by sales rep email
Integrate Salesforce and CRM ownership tools to resolve an owner by finding a user from the sales rep email.
Salesforceor swap with your favorite app
3.Finds lead by phone or email
Integrate Salesforce and lead deduplication to detect existing CRM records by searching phone and email.
4.Branches on lead match quality
Integrate Filter by Zapier and routing rules to continue only for qualifying records that match the update or create path.
Filter by Zapieror swap with your favorite app
5.Updates matched lead with referral
Integrate Salesforce and consent tracking tools to update the lead fields, set referral id, and assign the owner.
6.Creates new lead with referral
Integrate Salesforce and lead creation workflows to create a new lead, set referral id, assign ownership, and store source details.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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