Marketing & Customer RelationsPurpose
1.2. Automatedly collect and record referrals initiated by customers, with tracking of their status (pending, accepted, completed).
1.3. Automated notifications and progress reports keep both internal teams and referrers updated.
1.4. Automate reward qualification verification and trigger timely reward delivery.
1.5. Integrate automated analytics to reveal campaign performance and optimize future marketing automations.
Trigger Conditions
2.2. Referral status updated in CRM (qualified, disqualified, reward eligible).
2.3. Reward disbursed or campaign completed.
2.4. Monthly, weekly, or real-time referral status automated report requested.
Platform Variants
3.1. Salesforce
• Feature/Setting: Configure "Referral" custom object with automation workflow for new record creation, status change, and reporting.
3.2. HubSpot
• Feature/Setting: Use Workflows triggered by form submissions, create referral deal pipelines, send automated emails.
3.3. Zoho CRM
• Feature/Setting: Automate with Blueprints for customer referral lifecycle, webhook for reward automation.
3.4. Airtable
• Feature/Setting: Automated form for referral collection; Scripts and Automations track status and trigger updates.
3.5. Google Sheets
• Feature/Setting: Use Apps Script triggers to auto-log new referrals and send notifications on status changes.
3.6. Slack
• Feature/Setting: Incoming Webhook posts automated updates to dedicated referral channel when referral status changes.
3.7. Mailchimp
• Feature/Setting: Automatedly segment and email referrers updates, trigger reward emails via Customer Journeys API.
3.8. Twilio SMS
• Feature/Setting: Automate SMS notifications to referrers and referral lead with REST API.
3.9. SendGrid
• Feature/Setting: Automated transactional email sends for every referral event using Email API.
3.10. Pipedrive
• Feature/Setting: Automate pipeline updates when new referrals processed, use Pipedrive API for automated reporting.
3.11. ClickUp
• Feature/Setting: Automated tasks generated for internal teams as each referral advances to new stage.
3.12. Monday.com
• Feature/Setting: Use Automation Recipes to auto-update boards, notify teams, and track rewards.
3.13. Notion
• Feature/Setting: API-driven automation syncs referral status with other tools and creates followup tasks.
3.14. Intercom
• Feature/Setting: Use automated messaging workflows to follow up on referral progress and reward eligibility.
3.15. ActiveCampaign
• Feature/Setting: Automate segmented email campaigns to nurture referrers and manage reward redemption.
3.16. Shopify
• Feature/Setting: App-triggered automation logs referred purchases, rewards customers via Gift Cards API.
3.17. Stripe
• Feature/Setting: Automate referral reward payouts as soon as referral transaction is verified (Payouts API).
3.18. DocuSign
• Feature/Setting: Trigger automated referral document signing workflows for partnership agreements.
3.19. Asana
• Feature/Setting: Auto-create and update tasks for referrer and sales team when a referral is logged.
3.20. JotForm
• Feature/Setting: Automate intake, sync submissions to CRM and trigger email/SMS updates via Webhooks.
3.21. Microsoft Power Automate
• Feature/Setting: Orchestrate flows across CRM, email, SMS, and sheets for end-to-end referral automation.
3.22. Zapier
• Feature/Setting: Automated multi-step zaps to capture, update, and reward through disparate platforms.
Benefits
4.2. Standardizes and automates referral program rules, eligibility, and reward calculations.
4.3. Real-time automated feedback and status updates increase customer engagement.
4.4. Automated referral analytics highlight top sources and optimize marketing campaign spend.
4.5. Scale automated customer referral programs across multiple teams with minimal manual input.