Lead Generation & MarketingPurpose
1.2. Initiate timely personalized outreach after successful case resolutions or client milestones.
1.3. Aggregate responses, manage opt-outs, and escalate referred contacts automatically to intake.
1.4. Track referral sources for marketing attribution and future engagement.
Trigger Conditions
2.2. Positive feedback submitted by client (e.g., NPS score, email response).
2.3. Specific date elapsed since case milestone (e.g., after 30 days).
2.4. Manual staff tag (e.g., “ready for referral request”) added in CRM.
Platform Variants
• API: Trigger → Flow Builder; Email → Messaging Send Action; Referral → Lead Object, create record
3.2. Clio Manage
• API: Webhooks, Matter.statusChanged; Email → Communications API; Referral → Contact creation
3.3. Microsoft Power Automate
• Trigger: Dynamics 365 updated entity; Action → Outlook Send Email; Data Write → Excel/SharePoint
3.4. HubSpot
• API: Workflow enrollment trigger (Property change); Email → Marketing Email API; Log → Notes object
3.5. Zoho CRM
• API: Functions on deal stage change; Send Email → sendMail API; Store → create record in Referrals module
3.6. Mailchimp
• Integration: Mailchimp API addSubscriber; Triggered Email → Automated Workflow; Tag → 'Referral Request'
3.7. Twilio SMS
• API: Event trigger for SMS send; SMS → Messages Create; Webhook for inbound responses
3.8. Slack
• API: Slack Events; Notification → chat.postMessage; Referral form as Workflow Step
3.9. Google Workspace
• API: Google Sheets trigger (row updated); Gmail Send API for email outreach
3.10. Intercom
• Trigger: Custom Bot Trigger on Segment Update; Message → send message API; Tag → 'referral-requested'
3.11. ActiveCampaign
• API: Automation trigger; Email → message_send; Contact Note Add → add_note
3.12. Typeform
• Webhook: On form submit, transfer data; Integration: Send data to CRM
3.13. Pipedrive
• API: Deal field change webhook; Mail → send_template; Activity → create activity for follow-up
3.14. DocuSign
• API: Envelope completed; Email → Send follow-up; Store → attach referral form response
3.15. ClickSend
• API: SMS send on workflow event; Log responses via inbound webhook
3.16. Microsoft Teams
• Notification → channel message post; Track action items via Planner API
3.17. Calendly
• API: Event completion webhook; Trigger email workflow post-meeting
3.18. Notion
• API: Database entry updated; Share referral links or tasks via integration
3.19. Airtable
• Webhook on record update; email/sendgrid API to send request email; Linked records for responses
3.20. Freshsales
• API: Deal stage change event; Email → send_email; Referral → create lead entity
3.21. Copper CRM
• API: Opportunity stage changed; Email → create_activity; Referral → new person/contact
3.22. Zendesk
• API: Ticket resolved event; Email → trigger email; Custom field for referral tracking
3.23. Monday.com
• Automation: Status change triggers; Email → send email integration; Item creation for new referrals
3.24. Shopify
• API: Order completed webhook; Trigger → Referral email via SendGrid API
Benefits
4.2. Personalizes communication based on legal milestones for higher engagement.
4.3. Automates tracking, reducing manual admin and data entry.
4.4. Centralizes all responses and enables seamless attribution reporting.
4.5. Accelerates lead generation pipeline with immediate referral outreach.
4.6. Enables multi-channel (email, SMS, chat) engagement to increase participation.
4.7. Integrates seamlessly with existing law firm management and marketing systems.