Referral requests arrive through multiple channels and require manual data entry, duplicate checking, and routing decisions. Team members spend significant time extracting details, validating referrer eligibility, and updating records across disconnected tools.
Automation captures incoming referrals, extracts and validates all details in real time, checks for duplicates, and routes qualified prospects to the right team instantly. Sales and marketing receive complete, accurate prospect information without delay.
The full workflow, from trigger to completion.
Automation detects a new referral submission via email, form, or webhook. The request is captured with referrer name, email, phone, and prospect details.
The automation parses the referral request, extracts structured fields, and flags missing or malformed data. the automation checks referrer email format and prospect company name against known patterns.
Automation queries to see if the prospect or referrer already exists. If found, the existing record is flagged for update rather than creation.
Automation checks the referrer email against a list of current customers and approved advocates. Ineligible referrers are logged but the prospect is still captured.
Automation creates a new contact and company record with all extracted details, or updates an existing record. Referral source and referrer ID are logged as custom fields.
Automation applies routing rules based on prospect company size, industry, and referrer status. Qualified leads go to sales, others to marketing nurture.
Automation sends a formatted message to the assigned sales or marketing owner with prospect name, referrer details, and a direct link.
Automation updates with referral source, reward eligibility, and a follow-up date. A weekly digest is sent to marketing manager for stale referral review.
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