Synova Connect

Referral intake automation

When a referral comes in, both sides get handled: the new customer gets a fast welcome email and the referrer gets thanked the same day.

Why teams set this up

Referrals are your highest-converting leads, and they get processed like everyone else, or lost between the person who took the call and the person who owns follow-up.

  • Referred leads get same-day contact
  • Referrers always get thanked
  • Referral sources visible in the CRM

How the automation runs

A longtime client tells a friend to call you. The friend gets a welcome email that opens with the client's name and a link to book an appointment. The client gets a thank-you email before dinner. Next quarter, you can list your top five referrers from a CRM filter.

  • CRM update
  • Outbound email
  • Calendar
  • Team notification