1.Monitors new referral submissions
Integrate Typeform and form intake to capture referral submissions and pull submission fields for lead setup.
Create a candidate lead from referral form submissions
Automatically capture referral form submissions across Typeform and Gmail to set up lead handoff. Create and update when referral contact data is available, so you can send personalized outreach, create person records, and create lead deals without manual follow-up.
How this automation accelerates your referral follow-up
When new referral form submissions arrive, delays can break the referral momentum and stall outreach. This automation pulls fields from Typeform, filters for qualifying referrals, and then creates CRM records and sends email invitationsβso your team can respond fast.
Typeformor swap with your favorite app
2.Filters qualifying referrals
Integrate Filter by Zapier and routing rules to continue only when a referral contact or identifier exists.
Filter by Zapieror swap with your favorite app
3.Sends referral outreach email
Integrate Gmail and email templates to map referral contact fields and send a personalized invitation message.
Gmailor swap with your favorite app
4.Creates person record
Integrate Pipedrive and CRM records to create a person with candidate details and include the LinkedIn url.
Pipedriveor swap with your favorite app
5.Creates lead deal
Integrate Pipedrive and CRM deals to create a lead tied to the person and add referrer context and url.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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