Client referral program workflows

Purpose

1.1. Automatedly incentivize existing arborist clients to refer new customers, expanding tree surgery business reach.
1.2. Automate tracking, reward delivery, notification, and CRM updates for every client referral.
1.3. Minimize manual errors and human follow-up by automating multi-channel communication and referral reporting.
1.4. Automate integration of multiple platforms to ensure seamless management of the referral pipeline.

Trigger Conditions

2.1. Automated trigger on submission of a referral form or unique referral code entry by a new lead.
2.2. Automator detects when a referred lead schedules a consultation or books a service.
2.3. Automation when payment from a referred client is confirmed.
2.4. Automated periodic batch processing to identify status changes in referrals.

Platform Variants

3.1. Salesforce
• API: REST API – automate creation and update of referral records; Workflow Rules automate rewards.
3.2. HubSpot
• Feature: Workflows Automations – automate email to referrer; automate CRM property updates.
3.3. Mailchimp
• Feature: Automations – automated reward notifications; trigger drip email campaigns for referrers.
3.4. Twilio SMS
• Feature: Messaging API – auto-send SMS to both referrer and referee; automate SMS reward links.
3.5. Slack
• Feature: Incoming Webhooks – automate alerts to team channels for new referral events.
3.6. Google Sheets
• Feature: Apps Script API – automate append and update of referral logs from lead forms.
3.7. Zoho CRM
• Feature: Workflow Rules – automate task creation for follow-up with referred clients.
3.8. ActiveCampaign
• Feature: Automations – trigger reward flows, automate tracking tags for referrers.
3.9. Stripe
• API: Payment Intents – automate verification of completed transactions by referred clients.
3.10. SendGrid
• Feature: Automated Emails – automated voucher or coupon delivery for successful referrals.
3.11. Monday.com
• Feature: Automations Center – automate project board updates for new and successful referrals.
3.12. Typeform
• Feature: Webhooks – automate sending referral form submissions to CRM and email automator.
3.13. Intercom
• API: Messages API – automate triggering chat messages for post-referral engagement.
3.14. Airtable
• Feature: Automations – automate relational database updates for referral chains.
3.15. Pipedrive
• Feature: Workflow Automations – automate movement of referred deals; tag records.
3.16. Calendly
• API: Webhooks – automate booking confirmation triggers for tracking referral completion.
3.17. ClickSend
• Feature: Automated SMS – automate reminders and reward notifications via SMS to clients.
3.18. DocuSign
• API: Connect – automate status tracking for signed agreements in referral workflow.
3.19. Trello
• Power-Ups: Automation – automate adding cards and updating checklists for referral milestones.
3.20. Microsoft Teams
• Feature: Incoming Webhook – automate posting updates or reward announcements to relevant teams.
3.21. Facebook Messenger
• API: Send API – automate sending referral links and confirmation messages.
3.22. Notion
• Feature: API Automations – automate database tracking of referral program KPIs.

Benefits

4.1. Automates client engagement and reward processes, reducing manual workload in tree surgery marketing.
4.2. Automated tracking increases program transparency and reporting accuracy.
4.3. Automating reminders boosts referral conversion rates and client retention.
4.4. Multi-platform automation ensures diversified, omni-channel communication with prospects and referrers.
4.5. Enhanced automation enables scalable, repeatable referral marketing processes.