If you're using Referral Radar, you already know how powerful it can be for capturing leads and building a consistent referral pipeline. But the real magic happens when you automate it—specifically, by connecting it to your CRM.
Whether you're using Agency Zoom, EZLynx, HubSpot, Salesforce, or another system, automating that connection saves time and keeps your sales pipeline moving without manual entry.
I put together a simple, step-by-step walkthrough on how to set this up using Zapier and webhooks. If the idea of “webhooks” sounds intimidating—don’t worry. I kept it clean, clear, and practical.
In the tutorial, you’ll learn:
How to create a webhook in Zapier
What info to send from Referral Radar
How to map it into your CRM (like Agency Zoom)
Tips for troubleshooting and testing your Zap
This setup takes less than 20 minutes and makes a world of difference in how you manage your leads. No more spreadsheets, no more lost referrals, and no more wondering if that agent or lender actually followed through.
If you're serious about building your referral machine, this automation is a must-have.
Have questions or want help dialing it in? Shoot me a message—we’re all about helping insurance agents grow smarter.