Customer referral request workflow

Purpose

 1.1. Automate the process of soliciting, collecting, and tracking customer referrals to increase lead generation for IT support services.
 1.2. Automated workflows prompt satisfied clients to refer others, distribute referral incentives, and monitor conversion rates.
 1.3. Automatedly manage follow-up communications and reward distributions, ensuring a seamless experience for referrer and referee.
 1.4. Centralize referral data for analytics, campaign improvement, and sales team insights.

Trigger Conditions

 2.1. Ticket closure or successful resolution of IT support query.
 2.2. Customer achieves a high Net Promoter Score (NPS) or completes a positive satisfaction survey.
 2.3. Repeat customer interactions or recurring project completions.
 2.4. Manual trigger by the account manager within CRM.

Platform Variants

 3.1. Salesforce CRM
  • Feature: Process Builder/Flow
  • Setting: Automate referral email on case closure using Email Alert and workflow criteria "Case: Status equals Closed".
 3.2. HubSpot
  • Feature: Automated Workflow
  • Setting: Trigger workflow after ticket resolved, enroll customer in referral campaign, send automated request email.
 3.3. Zoho CRM
  • Feature: Workflow Automation
  • Setting: Automate referral request upon "Deal Stage: Closed Won," send follow-up via Email/Task.
 3.4. Slack
  • Feature: Incoming Webhooks
  • Setting: Automatedly post referral requests to customer Slack channels configured by API workflow.
 3.5. Twilio SMS
  • Feature: Programmable SMS
  • Setting: Automate sending personalized referral requests via SMS after resolution using API endpoint /Messages.
 3.6. Mailchimp
  • Feature: Customer Journey Automation
  • Setting: Trigger journey upon resolved support ticket, automatedly email referral invite.
 3.7. Microsoft Power Automate
  • Feature: Automated Flows
  • Setting: Automate referral reminder to Teams, Outlook, or SMS post-service completion.
 3.8. Zendesk
  • Feature: Triggers & Webhooks
  • Setting: On ticket solved, automate outbound referral email/webhook via HTTP target.
 3.9. Intercom
  • Feature: Custom Bots
  • Setting: Automatedly prompt referral ask at chat session resolution using outbound message workflow.
 3.10. Pipedrive
  • Feature: Workflow Automation
  • Setting: Automate referral task/email when deal marked "Won".
 3.11. ActiveCampaign
  • Feature: Automation Builder
  • Setting: Automate multi-channel referral requests after customer NPS feedback.
 3.12. SendGrid
  • Feature: Automated Email API
  • Setting: Use transactional templates to automate referral solicitations on event-based trigger.
 3.13. Google Sheets
  • Feature: App Script/Automation
  • Setting: Automatedly log new referrals; automate reminders to sales on sheet update.
 3.14. SurveyMonkey
  • Feature: Webhooks/Survey Logic
  • Setting: Trigger referral request upon high survey score, automatedly email or redirect at survey finish.
 3.15. Airtable
  • Feature: Automations
  • Setting: Automatedly track and trigger email/Slack upon new “Referral” record creation.
 3.16. Asana
  • Feature: Rules/Automations
  • Setting: Create auto task/reminder for sales to follow up on referral after customer milestone completion.
 3.17. Calendly
  • Feature: Webhooks
  • Setting: Automatedly schedule referral reward meetings or follow-ups after customer books post-support call.
 3.18. DocuSign
  • Feature: Connect API
  • Setting: Automate digital signing of referral reward claims after validation.
 3.19. Typeform
  • Feature: Webhooks/API
  • Setting: Automatedly collect referrals at end of customer feedback survey, invoke custom actions.
 3.20. Trello
  • Feature: Butler Automation
  • Setting: Add “Referral” card and automate reminder to team for follow-up upon customer project completion.
 3.21. Freshdesk
  • Feature: Scenario Automations
  • Setting: Automatedly trigger referral email when ticket status set to "Resolved".
 3.22. Notion
  • Feature: API Automation
  • Setting: Automatedly log referral data, notify sales team, automate next steps after new entry.

Benefits

 4.1. Automates touchpoints, ensuring no missed referral opportunity.
 4.2. Streamlines multi-platform communication for fast, accurate follow-ups.
 4.3. Automates incentive/reward management, reducing friction and manual oversight.
 4.4. Enhances measurable tracking and reporting for campaign optimization.
 4.5. Automatedly increases lead pipeline with minimal staff intervention.
 4.6. Automates compliance with referral program rules and privacy standards.
 4.7. Automates personalized outreach, boosting conversion and customer engagement in support-focused IT services.