FAQ
What is the best way to import your existing referral partners into a new system?
ReferralPulse supports multiple import methods to get your existing network into the platform quickly.
You can upload a CSV file with partner details for bulk import, or connect a CRM via OAuth to sync contacts automatically. Clio, Salesforce, HubSpot, and Lawmatics are all supported.
Partners can also be added manually through the dashboard or by voice command, or invited via personalized links that pre-populate relationship data when they sign up.
For LinkedIn users, pasting a partner's LinkedIn URL lets the AI automatically enrich their profile with professional background, specialties, certifications, and work experience.
Most users complete their initial import during the guided onboarding wizard in under 10 minutes.
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