Every referral, straight into the CRM you already use.
Connect Refervia once and new referrals land in Follow Up Boss, Lofty, AgencyZoom, HubSpot, Salesforce and 30+ more on their own. No downloads, no copy and paste. A voice guide in your dashboard walks you through every click in about 10 minutes.
- Included on every Refervia plan
- Works through Zapier
- Voice-guided, step-by-step setup
- CSV export still there anytime
Example
Set it up once. About 10 minutes, start to finish.
So simple you can do it while you listen. The guide talks you through it, shows you exactly where to click, and checks your link for you.
Pick your CRM
In your Refervia dashboard, open Integrations and tap your CRM. The guide fills in the exact names to look for.
Follow the voice guide
A recorded voice and a picture of each Zapier screen walk you through every click, from Create to Publish.
Paste one link, send a test
Paste the link Zapier gives you, send a test referral, and watch it land in your CRM.
Referrals flow on their own
Every new referral you send or receive, and every status change, arrives in your CRM, usually within seconds.
Featured CRMs, one tap away.
Lofty
Arrives as: Create Lead
Follow Up Boss
Arrives as: New Inquiry or Website Event
This action adds the person as a new lead and starts your Follow Up Boss action plans, just like any other lead source.
AgencyZoom
Arrives as: Create Personal Lead
For a business client, pick Create Business Lead instead.
HubSpot
Arrives as: Create or Update Contact
Create or Update Contact keeps HubSpot from making a duplicate if the client is already there.
Salesforce
Arrives as: Create Lead
Zoho CRM
Arrives as: Create Module Entry
When Zapier asks for the Module, choose Leads.
Pipedrive
Arrives as: Create Person
Want it in your Leads Inbox too? Add a second action: Create Lead.
monday.com
Arrives as: Create Item
Each referral becomes a new item on the board you pick.
More CRMs, step-by-step.
Each one has its own guided setup in your dashboard. Not listed? Zapier connects to thousands of apps, and the steps are the same.
Real estate CRMs
For agents and brokerages: every buyer, seller and insurance handoff lands in the CRM your team already lives in.
Insurance agency systems
For producers and agencies: warm referrals from your real estate partners arrive as prospects, ready to quote.
Sales & business CRMs
Run your book in a general sales CRM? Referrals arrive as contacts or leads, tagged with Refervia as the source.
Spreadsheets & databases
Not on a CRM yet? Log every referral as a new row in a sheet or base, automatically.
Every detail of the handoff, with a link back.
Your CRM gets the details your partner put into the handoff, plus a link back to the referral so you can see its live status and message your partner. You choose when it sends: when a referral is received, sent, changes status or is completed.
Prefer a file? You can still export a clean, CRM-ready CSV anytime. Your referrals always stay yours.
Integration questions, answered.
Does connecting my CRM cost extra on Refervia?
No. CRM connections are included on every Refervia plan, including the free plans.
Do I need a paid Zapier plan?
Yes. The connection uses Webhooks by Zapier, which is a Premium Zapier app. Zapier includes it on its paid plans, and new Zapier accounts get a 14-day free trial, so you can set it up and test it before you pay. If your Zapier account drops to the Free plan, Zapier turns the Zap off.
What if my CRM isn't listed?
Zapier connects to thousands of apps, so search for yours by name in Zapier: the steps are the same. You can also use Make (make.com) with its Custom webhook, or give the link to your own developer.
What lands in my CRM?
The client's name, email and phone, the referral type, who referred them, the timing and details, the status, and a link back to the referral in Refervia. Lead source is set to Refervia.
Can I still export a CSV?
Yes. You can download a clean, CRM-ready CSV of your referrals anytime from your Referral Desk, with or without a connection.
Is the connection secure?
Refervia only sends to secure https links, signs every delivery so a developer can confirm it came from Refervia, and lets you pause or remove a connection anytime.
More questions? Follow the step-by-step CRM guide, read the full FAQ or see why Refervia.
Start free, then connect your CRM in minutes.
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