Referral requests arrive through multiple channels and require manual review to verify eligibility and assess fit. This scattered, time-intensive process delays lead routing and creates audit gaps.
Automation collects requests, verifies referrer status, scores company fit, and routes qualified leads to sales instantly. Referrers receive immediate confirmation, and every request is logged automatically.
The full workflow, from trigger to completion.
Automation detects a new referral submission via email, web form, or and extracts all request details automatically.
Automation looks up the referrer to confirm active customer status and referral program eligibility.
The automation evaluates the referred company against ideal customer profile criteria using extracted details and company research.
Based on fit score, automation either creates a qualified lead and notifies sales, or logs rejection.
Automation sends personalized status email to referrer confirming qualification or rejection with next steps.
Automation appends referral request details and outcome for reporting and audit trail.
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