To better understand the approach of SlapFive and strengthen Referential’s ability to advise clients on connected advocacy ecosystems, earning a Workato Level One Certification was a priority.

When launching a customer advocacy program, many teams struggle with limited tools, unclear strategies, and competing priorities. A global tax compliance company overcame these hurdles by partnering with Referential for expert platform selection, Salesforce integration, and long-term strategic support. The result: a scalable advocacy program aligned with business goals and designed to drive measurable impact.

Managing customer advocacy recruitment at scale often means juggling spreadsheets, account executives, and repetitive emails. By structuring data for Zapier automation, you can cut hours of manual work while keeping outreach accurate, personalized, and impactful.