1.Captures new referral subscribers
Integrate Klaviyo and subscription events to trigger the workflow with referral subscriber attributes to create lead rows.
Create referral lead rows in your shared leads spreadsheet
Automatically capture new referral subscribers across Klaviyo and Google Sheets. Create and update when referral subscriber added, referrer info shared, or email capturedβso you can filter qualified records, append standardized lead rows, and populate referrer details without manual data entry.
How this automation accelerates referral lead tracking
When new subscriber events hit a configured referral list, lead data gets scattered and slows campaign setup. This automation captures referral subscribers and appends standardized rowsβso your team can maintain one working lead list.
Klaviyoor swap with your favorite app
2.Filters for required email
Integrate Filter by Zapier and qualification checks to require an email address and referral flag to pass valid records.
Filter by Zapieror swap with your favorite app
3.Creates standardized lead row
Integrate Google Sheets and spreadsheet mapping tools to create a new row with email, phone, name, and referrer details.
Google Sheetsor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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