Referral and review requests arrive scattered across email, web forms, and messaging apps with no unified intake. Marketing staff manually extract details, qualify leads, route them to sales, and log follow-ups, consuming hours daily with inconsistent results.
Automation consolidates all inbound requests, extracts and qualifies them against consistent criteria, creates lead records automatically, and routes them to the right owner with full context. The team handles 4x more requests with less manual effort.
The full workflow, from trigger to completion.
Automation detects a new email in the marketing inbox, a form submission, or a message mentioning a referral or review request.
The automation reads the inbound message and extracts customer name, referred contact, referral source, request type, and any notes into structured fields.
The automation applies predefined qualification rules (industry, geography, budget signals) and assigns a quality score. Requests below the threshold are flagged for manual review.
If the score is above the threshold, the request proceeds to routing. If below, it is sent to a human reviewer.
The automation looks up the correct sales rep or operations owner based on territory, product, or round-robin logic and assigns the lead to them.
A new lead or contact is created with all extracted details, qualification score, referral source tag, and a link to the original request.
The assigned owner receives a notification with the lead summary, referral source, and a direct link.
If the request is a review prompt, the automation logs it to a Google Sheet with customer name, platform, and a due date for follow-up.
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