1.Detects new referral submissions
Integrate Referral Rock to watch new referral submissions and to capture incoming referral data for CRM entry.
Create CRM lead from referral submissions for CX
Automatically monitor new referral submissions across Referral Rock and Salesforce. Create and update CRM lead records when submissions are from the configured program or duplicates are detected or last name data is missingβso you can normalize fields, branch lead handling, and create leads without manual CRM entry.
How this automation creates qualified CRM leads
When new referrals arrive from the referral program, delayed data entry can slow follow-up and outreach. This automation filters duplicates, normalizes lead fields and branches handling, and then creates the Salesforce lead recordβso your team can act faster.
Referral Rockor swap with your favorite app
2.Filters incoming referrals
Integrate Filter by Zapier and Zapier conditions to continue only for configured program submissions and to ignore duplicates.
Filter by Zapieror swap with your favorite app
3.Normalizes lead fields
Integrate Formatter by Zapier and data formatting tools to normalize phone, trim whitespace, and map referral fields to lead data.
Formatter by Zapieror swap with your favorite app
4.Branches by last name
Integrate Paths by Zapier and routing rules to branch records based on whether a last name is present.
Paths by Zapieror swap with your favorite app
5.Creates Salesforce lead
Integrate Salesforce and CRM territory tools to create or match a lead and set lead source to Referral.
Salesforceor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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