Referral program automation

Purpose

1.1 Automatically manage the end-to-end referral process for agricultural product wholesalers, increasing lead generation by incentivizing existing customers and partners to refer new clients.
1.2 Track referrer activity, automate reward distribution, and ensure seamless communication to all stakeholders throughout the referral journey.
1.3 Enhance brand awareness in agricultural communities and streamline follow-up for both referrers and referred leads.

Trigger Conditions

2.1 New customer joins via referral code or link.
2.2 Existing customer submits referral via form or email.
2.3 A referred lead makes their first purchase or reaches a defined milestone.
2.4 Completion of verification for a valid referral.

Platform Variants

3.1 HubSpot
• Workflow Automation: Trigger on form submission and assign referral tags, auto-enroll in follow-up workflow.

3.2 Salesforce
• Process Builder: Set up automated lead creation and referrer notification on referral form completion.

3.3 Zapier
• Catch Webhook: Integrate third-party forms; send data to CRM and messaging tools when a referral is captured.

3.4 Twilio
• API SMS: Programmatically send confirmation and reward alerts to referrers and referees after triggers.

3.5 Mailchimp
• Automated Campaigns: Trigger personalized emails for each referral milestone reached.

3.6 SendGrid
• Transactional Template: Programmatic reward notifications with unique codes delivered by email.

3.7 Pipedrive
• Workflow Automation: Auto-update deal stages and assign activities for referrals.

3.8 Slack
• Incoming Webhook: Post real-time referral notifications in a dedicated channel for sales or marketing teams.

3.9 Microsoft Teams
• Adaptive Cards API: Notify staff/channel about high-value referrals for celebration.

3.10 Airtable
• Scripting Automation: Log referrals, link referrers and track reward status.

3.11 Google Sheets
• App Script Trigger: Auto-update and share performance dashboards for referral stats.

3.12 Typeform
• Webhook/Integration: Process new referral form submissions and route to CRM or notification systems.

3.13 ActiveCampaign
• Automation Builder: Segment and nurture referred leads automatically.

3.14 Intercom
• Webhook Event: Trigger in-app or email messages to both referrers and referees.

3.15 Freshdesk
• Ticket Automation: Create a support ticket to oversee high-value referral validations.

3.16 Stripe
• Event Webhooks: Automatically trigger reward payout once purchase threshold is met by referred account.

3.17 Shopify
• Script Editor/Webhook: Add automatic coupon generation for referrers upon purchase by referred customer.

3.18 Notion
• API Update: Maintain layered databases of referrals, statuses, and rewards distributed for easy reference.

3.19 Monday.com
• Automation Recipes: Notify team and update boards when referral milestones are reached.

3.20 Facebook Messenger API
• Send/Subscribe Events: Notify customers about their successful referrals and rewards via Messenger.

3.21 WhatsApp Business API
• Send Notifications: Deliver real-time updates to customers on referral status.

3.22 Plaid
• Webhooks/API: Verify payment milestones for referred customers and auto-initiate referral reward credits.

Benefits

4.1 Significant increase in qualified leads with minimal manual intervention.
4.2 Real-time visibility and accountability for referral performance and reward distribution.
4.3 Enhanced engagement of existing customers through structured incentives.
4.4 Reduced operational time spent on complex reward calculations or error-prone tracking.
4.5 Seamless communication stream ensures positive referral experience for both referrers and new customers.