Referral request automation for completed projects

Purpose

1.1. Automatically send personalized referral requests to clients upon successful project completion, improving marketing reach and generating qualified leads.
1.2. Track client responses to referral requests, automate follow-up sequences, and integrate responses into CRM for sales actions.
1.3. Collate data on referral performance for reporting and campaign iteration.
1.4. Enhance client engagement, maintain professional reputation, and streamline lead acquisition in the acoustical consulting sector.

Trigger Conditions

2.1. Project status updated to "Completed" in project management tool or CRM.
2.2. Final invoice marked as "Paid" within accounting software.
2.3. Manual completion approval by project manager in workflow platform.
2.4. Delivery of final project deliverables uploaded to shared drive or document management system.

Platform Variants

3.1. Salesforce
• API: "Process Builder" flow with 'Project Status' field change trigger; action: send referral request email template.

3.2. HubSpot
• Workflow: "Deal Stage" update automation; action: trigger personalized referral email via Marketing Email API.

3.3. Microsoft Power Automate
• Trigger: 'When a record is updated' (Dataverse/SharePoint); action: send Outlook or Teams referral request.

3.4. Google Workspace
• Function: Apps Script watching Google Sheet "Completed Projects"; action: send Gmail and update Google Contacts note field.

3.5. Pipedrive
• Webhook: Auto-trigger from "Project Complete" stage; API: send referral request via integrated email.

3.6. Zoho CRM
• Blueprint: Move to "Closed Won"; automation: send referral follow-up via Zoho Mail API.

3.7. Asana
• Rule: Task marked "Done"; API: Slack or email notification for referral request.

3.8. Trello
• Automation: Card moved to "Completed"; action: trigger email via Mailchimp.

3.9. Mailchimp
• Trigger: List segment for project completions; API: auto-send referral campaign.

3.10. ActiveCampaign
• Automation: Pipeline stage "Complete", send targeted referral message using Email API.

3.11. Twilio SMS
• Trigger: Webhook from CRM/project tool; API: send referral request SMS to client contact.

3.12. SendGrid
• Function: Email API request from automation tool, custom template for referrals, schedule follow-up.

3.13. Slack
• Workflow: Custom notification to internal staff for follow-up when referral link is clicked.

3.14. Monday.com
• Automation: Status column “Done”; API: launch referral email to project contacts.

3.15. Notion
• Integration: Database item “Project Complete” triggers Zapier/Integromat, sending referral message.

3.16. Airtable
• Automation: “Completed” checkbox or view; API: send referral request via integrated email.

3.17. Xero
• Trigger: Invoice paid; webhook to send referral request email or SMS.

3.18. QuickBooks Online
• Event: Invoice marked paid; trigger workflow to generate referral request email.

3.19. Calendly
• Trigger: 'Wrap-Up' event scheduled/completed; send referral link via automated message.

3.20. DocuSign
• Trigger: When final contract signed/event completed, trigger referral request email or SMS via API.

3.21. Intercom
• Event: Project outcome or conversation finished; message client for referrals in-app or via email.

3.22. Freshdesk
• Automation: Ticket status “Project Closed”; API: send personalized referral request to client.

Benefits

4.1. Ensures every satisfied client receives a referral request without manual effort.
4.2. Increases likelihood of new business through systematic outreach.
4.3. Enables data-driven improvements by tracking referral responses.
4.4. Reduces administrative time spent on marketing follow-up.
4.5. Supports seamless scaling of client referral campaigns.