Referral tracking and management

Purpose

1.1. Automate referral tracking and management ensuring every referral source, lead, and client is accurately logged and followed up automatically.
1.2. Automates transparency, reduces manual errors, and enables automated incentives or updates for referring parties throughout the client intake and onboarding process.
1.3. Automating assignment of referrals to staff, scheduling follow-ups, status notifications, and reporting for in-home assistance agencies delivering professional social services.

Trigger Conditions

2.1. Automated trigger: new referral is submitted online, via form, call, or partner portal.
2.2. Automated event: referral code or source is captured in client intake form.
2.3. Automated trigger: referral milestone reached (client intake completed, service started, etc.).

Platform Variants

3.1. Salesforce
• Feature/Setting: Use the "Leads" API to automate referral intake and tracking workflows.
3.2. HubSpot
• Feature/Setting: Workflow Automation using "Contact Properties" to track and update referral status.
3.3. Zoho CRM
• Feature/Setting: Automate "Lead Creation" through Zoho Flow for referral registration and updates.
3.4. Microsoft Power Automate
• Feature/Setting: Template-based "Automated Flows" for Google Forms to Dynamics 365.
3.5. Google Sheets
• Feature/Setting: Automates row insertion and updates using Sheets API triggered by new intake/referral entries.
3.6. Airtable
• Feature/Setting: Airtable Automations to track new records with referral logic in referral management tables.
3.7. Monday.com
• Feature/Setting: Automate pulses and status updates with "Automations Center" based on referral fields.
3.8. Asana
• Feature/Setting: Use "Rules" in Asana to automate task creation when a referral arrives.
3.9. Slack
• Feature/Setting: Incoming Webhooks to automate notification of new referrals and status changes.
3.10. Intercom
• Feature/Setting: Automates referral tagging and follow-up using Intercom Workflows API.
3.11. Pipedrive
• Feature/Setting: Automate "Deal" creation from referral entries using Pipedrive Webhooks API.
3.12. Trello
• Feature/Setting: Automate card creation on referral boards via Trello API triggered intake.
3.13. Typeform
• Feature/Setting: Automates sending form data containing referral info to CRM using Typeform Webhooks.
3.14. JotForm
• Feature/Setting: Automated integrations (Zapier, webhook) to pipe referral submissions to management system.
3.15. Mailchimp
• Feature/Setting: Automate adding referred leads to Mailchimp audiences and automate personalized campaigns.
3.16. Twilio
• Feature/Setting: Automate SMS notifications using Twilio Programmable Messaging API for referral updates.
3.17. SendGrid
• Feature/Setting: Automates referral thank-you or notification emails using SendGrid’s Mail Send API.
3.18. Workato
• Feature/Setting: Multi-app automations for handing off referral data to CRMs and notification tools.
3.19. Make (formerly Integromat)
• Feature/Setting: Scenario automation for multi-branch referral workflows integrating with Google Sheets, Slack, Gmail, and CRMs.
3.20. Freshdesk
• Feature/Setting: Automate ticket or lead creation from referrals using Freshdesk API and automator rules.

Benefits

4.1. Automatedly tracks every referral with reduced human intervention, eliminating data loss.
4.2. Automating notifications ensures timely engagement with both referrers and clients.
4.3. Automator enhances reporting capabilities for incentive programs, boosting partner participation.
4.4. Automates compliance by maintaining auditable referral records, supporting regulatory needs.
4.5. Automatable handoff lets teams focus on service delivery, reducing manual admin burden.