Client Management & EngagementPurpose
1.2. Synchronize referral statuses, personalize messages, issue incentives, analyze participation, and handle multi-channel delivery.
1.3. Enable auditing for compliance, prevent fraud in referrals, and maintain full referral transparency for all stakeholders.
Trigger Conditions
2.2. Client attains referral threshold or reward milestone.
2.3. Manual entry of referral by admin or staff.
2.4. Periodic scheduled audit/summary (e.g., weekly statements).
2.5. Member status changes (referral confirmed/joined).
2.6. Communication failures or message bounces for retry.
Platform Variants
• Feature/Setting: API /messages resource for SMS notifications; configure webhook for event-driven sends.
• Sample: Send POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic client phone, template, and referral details.
3.2. SendGrid
• Feature/Setting: v3/mail/send endpoint for automated referral reward emails, with dynamic substitutions for each recipient.
• Sample: POST to /v3/mail/send with template_id and personalization fields for referral data.
3.3. Mailchimp
• Feature/Setting: Automations for campaign triggered by tag ("Referral Winner"); sync referral group with API batch subscribe.
• Sample: Use /automations and /lists/{list_id}/members endpoints.
3.4. Slack
• Feature/Setting: Incoming Webhooks to #referrals channel when a client’s referral converts; real-time team alerts.
• Sample: POST JSON to Slack webhook URL with member and referral summary.
3.5. HubSpot
• Feature/Setting: Workflow automation triggered by contact’s referral form completion; update custom properties.
• Sample: Use Contacts API /crm/v3/objects/contacts PATCH with referral fields.
3.6. Salesforce
• Feature/Setting: Process Builder/Flows to automate record creation and notification; REST API for integration with other apps.
• Sample: Create Referral__c via /services/data/vXX.X/sobjects/Referral__c/.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules for “Referral Submitted” status; send notification via Zoho Mail or external Webhook.
• Sample: API PUT /crm/v2/Leads/{id} to update referral status.
3.8. ActiveCampaign
• Feature/Setting: Automation triggered by custom “Referrer” tag; score leads, email incentives.
• Sample: POST to /api/3/contacts and /api/3/contactTags.
3.9. Airtable
• Feature/Setting: Automation for “Referral Added” record created; send notifications/integrate with Zapier.
• Sample: Use Webhooks & Scripting block to trigger API workflows.
3.10. Google Sheets
• Feature/Setting: Apps Script on new row (referral), send notification/integrate with third-party APIs.
• Sample: create Trigger with onEdit; call external APIs from script.
3.11. Intercom
• Feature/Setting: Event-based Messages API; trigger chat/email when referral status updated.
• Sample: POST to /messages with user_id and referral context.
3.12. Shopify
• Feature/Setting: Webhook on order/referral, use Script Editor to send rewards or coupon.
• Sample: Webhook POST to external API.
3.13. Typeform
• Feature/Setting: Webhooks for form completion; push referral responses to CRM or email platform.
• Sample: POST webhook to referral flow endpoint.
3.14. Pipedrive
• Feature/Setting: Workflow Automation for new deal (“Referral” pipeline); notify team/client, log activity.
• Sample: Use /deals and /activities API endpoints.
3.15. Trello
• Feature/Setting: Butler Automation creates/refers card in “Client Referrals” board; notify with external email API.
• Sample: Automation triggers on card creation, sends webhook.
3.16. Notion
• Feature/Setting: Database webhook on new entry in “Referrals”; send push/email/SMS via integration.
• Sample: Notion API POST to /databases/{database_id}/query.
3.17. Klaviyo
• Feature/Setting: Create Profile event on referral, trigger incentive sequence.
• Sample: POST to /api/v1/person and /api/v1/track.
3.18. Outlook
• Feature/Setting: Power Automate on incoming referral email subject; send templated replies and update database.
• Sample: Use Outlook Connector in flow with V4 SendMail.
3.19. WhatsApp Business API
• Feature/Setting: Cloud API /messages endpoint for real-time referral alerts to clients.
• Sample: POST to /v1/messages with recipient and referral template.
3.20. Discord
• Feature/Setting: Webhook to #referrals channel on new or updated referral; audit log messages.
• Sample: POST JSON payload to Discord webhook URL.
3.21. Monday.com
• Feature/Setting: Automation recipes for status change (“Referral Approved”); send updates to integrators/customers.
• Sample: Use Monday API v2 via GraphQL mutation for item update.
Benefits
4.2. Reduced human workload for tracking and managing referrals, minimizing oversight.
4.3. Greater transparency for clients and staff, reinforcing program trust and satisfaction.
4.4. Enhanced fraud control, auditing capability, and compliance with automated logging.
4.5. Data-driven optimization enabled through aggregated referral analytics and trend tracking.