Automated thank you emails for referrals

Purpose

1. Automatically send personalized thank you emails to individuals or businesses referring new clients for aluminum windows.

2. Enhance referral engagement, streamline acknowledgments, foster loyalty, and ensure prompt follow-up in a corporate building materials environment.

3. Support brand reputation and create opportunities for further referrals by acknowledging referrers systematically.

Trigger Conditions

1. New referral logged in CRM or referral portal.

2. Submission of referral form via website or mobile app.

3. Receipt of referral email to dedicated mailbox.

4. Status update of referral opportunity marked as “received” or “valid” in sales tracking software.

Platform variants

1. Microsoft Power Automate

• Flow: “When item is created” in SharePoint or Dynamics, send email with Outlook Send an Email(V2).
  

2. Zapier

• Trigger: New entry in Google Sheets/Forms; Action: Gmail “Send Email” with dynamic template.
  

3. Salesforce

• Process Builder or Flow; Step: record creation/modification; Action: send email alert using “Email Alerts”.
  

4. HubSpot

• Workflow: Trigger on new contact/referral property; Action: Send email using “Send an automated email” workflow step.
  

5. Mailchimp

• Feature: “Customer Journey” automation; Trigger: custom audience tag (e.g., “Referrer”); Action: send thank you campaign.
  

6. SendGrid

• API: v3/mail/send; configure dynamic transactional template and call endpoint directly.
  

7. Twilio SendGrid Functions

• Function: Invoke sendEmail() with dynamic parameters; trigger on webhook from CRM.
  

8. ActiveCampaign

• Automation: Start on new deal/referral tag; “Send Email” action with personalized content block.
  

9. Google Apps Script

• Script: Trigger on Google Form submit; call GmailApp.sendEmail() with variables.
  

10. Pabbly Connect

• Workflow: Trigger on form entry/referral webhook; Action: SMTP Send Email or Gmail Send Mail.
  

11. Make (Integromat)

• Scenario: Trigger module for new line in database/CRM; Action module — Gmail or SMTP module “Send Email”.
  

12. Zoho CRM

• Workflow rule: “On record creation”; Action: send automated email via “Email Notification” process.
  

13. Freshsales

• Automation: Workflow trigger “On new contact/referral”; Action: “Send email to referrer”.
  

14. Airtable Automations

• Automation: On new row creation; Action: Send email with rich HTML using Gmail or SendGrid.
  

15. Monday.com

• Automation: Trigger on new item “referral”; Action: Email integration to initiate thank you message.
  

16. Trello + Butler Automation

• Rule: Card with “Referral” label added; Command: send email via Email for Trello or SMTP.
  

17. Amazon SES

• API call: sendEmail; integrate via Lambda trigger from database or form.
  

18. Intercom

• Automated Message: Trigger on referral tag; Send email through “Outbound Messages”.
  

19. Notion + Notion API

• API Event: New entry in database; Trigger Lambda/Script to Gmail or Mailgun API.
  

20. Mailgun

• API: messages/send; configure webhook from CRM/referral app to email endpoint.
  

21. Slack + Email Integration

• Workflow: Incoming webhook on referral; Email workflow step to send message to referrer.
  

22. Pipefy

• Automation: On new card (referral) created; Action: Send automated thank-you email configured via built-in email module.
  

Benefits

1. Rapid acknowledgment of referrals, improving partner/referrer satisfaction.

2. Reduce manual tasks, freeing marketing & sales staff time for strategic engagement.

3. Consistent messaging strengthens brand professionalism and reliability.

4. Supports tracking and analytics for referral programs in corporate building materials sector.

5. Enables scalable, repeatable processes for ongoing business growth.