Creating an automated referral process my customers can use

Good afternoon. I’m not techy and also find it hard to explain tech stuff but I will give it my best shot.

I’m a business development manager for large energy supplier here in Australia. I have put a referral program together to help my customers help me grow my portfolio. What I want to create is an app that allows them to share my details super quick and easy. Most of my customers are small businesses like cafes, bars, motels restaurants etc. A lot of them are more than willing to have a small counter display promoting me and what I have on offer.

I want a QR code on display at these businesses that is specific to that business that when scanned opens up a very basic form (First Name, last name, ph and email). It has to integrate with the Salesforce CRM to create a basic lead. I would like a way to print out a batch of QR codes that when I am at a new business that with this new app quickly scan it and set up the backend. ***** I told you I’m no good at explaining tech stuff :rofl: *****

I would love to continue this chat with you folk to help me put this together please.



Hey Craig! No worries about explaining tech stuff, I totally get it! Your idea for a referral program sounds awesome and can definitely help grow your portfolio.

I have done configurations like that before and for sure I can help you, please check my profile
rafaelsanchezrd | Profile | Fiverr

Hi Rafael. where can we continue this chat? Do we do it here?



Hello Craig,
you can write me on Fiverr or send me message in LinkedIn as well

also here

Hi @here :wave:

Just FYI I moved this topic to Solution Exchange Professional Services as it belongs here. If you’re curious about the topic categories further visit our Ultimate Topic Page.

Thanks a lot! :seedling:

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Hi Craig, we can help you build the stuff you need :slightly_smiling_face:

You can contact us via ⚡️ Visio / Appel | Guillaume PLISZCZAK |

Hello @aussiefx

This QR generation process is designed as a straightforward and uncomplicated solution for any form. The concept is simple: you create your forms and input the corresponding link in a Google Sheet. A function will then send the QR code to a webhook in Integromat, where it can be further processed through subsequent steps.