Referral Programme Management

Keep every referral moving from submission to reward without anyone falling through the cracks.

51 hrs

Time saved/month

Companies have mapped

About This Automation

Referral programme management involves receiving partner submissions, validating eligibility, tracking deal progress, and processing commissions. Manual tracking across email, spreadsheets, and messaging creates delays, duplicate data entry, and missed partner notifications.

Automation captures referrals from all channels, validates them instantly against programme rules, tracks deal progress in real time, and calculates and pays commissions automatically. Partners receive immediate updates and payments arrive within one day of deal close.

Key features

Capture referral submissions from email, web forms, and messaging channels automatically

Validate prospect eligibility and partner status against programme rules in seconds

Track referred deals in real time as they move through the sales pipeline

Calculate and process referral commissions instantly when deals close

Send automated partner notifications with referral status and payment confirmation

Maintain a live referral pipeline dashboard visible to sales and finance teams

How The Automation Works

The full workflow, from trigger to completion.

1. Referral Receivedtrigger

A partner submits a referral via email, web form, or. The automation captures the submission and extracts prospect name, company, and contact details.

2. Validate Eligibility

The automation checks the prospect against the CRM, verifies the partner is active, and confirms the referral meets programme criteria. Ineligible referrals are flagged for manual review.

3. Create Referral Record

A valid referral is logged automatically with partner name, prospect details, submission date, and a referral source tag.

4. Assign to Sales Rep

The automation routes the referral to the correct sales rep based on industry or region rules, and sends a notification with prospect summary.

5. Monitor Deal Progress

The automation watches the deal stage. When the deal moves to closed-won, it triggers commission calculation and payment workflow.

6. Calculate and Process Commission

The automation calculates the commission based on deal value and partner tier, then initiates a payout to the partner's registered account.

7. Notify Partner

An automated email is sent to the partner with the referral outcome, commission amount, and payment confirmation, closing the feedback loop.

4 reasons to map this process

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45 hrssaved/month

30times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Does this work with the tools my team already uses?

What happens after I map my process?

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Estimated Time Saving

51hrs/month

Process pain:8.2/10

Mapped by:9 Companies

Map this to your business to get your exact numbers.

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