1.Detects new entry submission
Integrate Typeform and form data mapping to capture partner referral fields for routing decisions.
Notify bizdev channel for new partner referral submissions
Automatically monitors Typeform form submissions across Typeform and Slack for partner referral entries. Post enriched partner introductions when referral form submitted, new referral entry detected, or partner referral submittedβso you can locate the right owner, attach account context, and notify bizdev without manual routing.
How this automation routes partner referrals faster
When Typeform new entry arrives, partner referrals can stall because ownership context and outreach details are missing. This automation enriches submissions and posts Slack alerts with resolved owner and CSM contextβso your team can act on introductions quickly.
Typeformor swap with your favorite app
2.Finds user by email
Integrate Vitally and CRM lookup logic to locate the submitting user and enable follow-up routing.
Vitallyor swap with your favorite app
3.Finds company or deal
Integrate HubSpot and account matching to retrieve BizDev owner and partner key fields for context.
HubSpotor swap with your favorite app
4.Normalizes owner and CSM emails
Integrate Code by Zapier and data formatting to resolve owner and CSM emails and build partner info summaries.
Code by Zapieror swap with your favorite app
5.Posts message to bizdev channel
Integrate Slack and channel notifications to post partner context and mention the resolved owner and CSM.
Slackor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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