1.Detect new or updated referral row
Integrate Google Sheets and spreadsheet triggers to detect new or updated referral rows and to create a referral detail bundle.
Send real-time lead alerts from sheet rows to intake team
Automatically monitor new or updated spreadsheet rows across Google Sheets for referral submissions. Send real-time lead alerts when a row qualifies as a high-priority referral, when a new referral arrives, or when a referral changesβso you can notify intake staff, route qualified work, and message prospects without manual reporting.
How this automation protects your real-time intake alerts
When new or updated spreadsheet rows show up, delays can stall high-priority follow-up. This automation maps referral bundles and routes qualification paths, then sends SMS alerts and emails intake staffβso your team can respond fast.
Google Sheetsor swap with your favorite app
2.Dedupe and map referral fields
Integrate Google Sheets and data mapping tools to dedupe by row ID or submission reference and to map referral fields.
3.Check qualification criteria
Integrate Filter by Zapier and routing logic to evaluate qualification branches and to route only qualifying rows onward.
Filter by Zapieror swap with your favorite app
4.Send SMS for high-priority referrals
Integrate Twilio and SMS messaging to send high-priority alerts by mapping phone number fields and message content.
Twilioor swap with your favorite app
5.Email intake distribution list
Integrate Gmail and email delivery to notify intake staff by sending the referral detail bundle to the distribution list.
Gmailor swap with your favorite app
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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
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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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