1.Catch new affiliate event
Integrate Refersion and referral program tools to pull affiliate data and map source fields to subscriber fields.
Add new affiliate to your referral list
Automatically catch new affiliate created events with affiliate data across Refersion, Formatter by Zapier, and Klaviyo. Create and update when new affiliate created, affiliate signup captured, or affiliate data importedβso you can add subscribers, update profile properties, and keep partner lists current without manual list updates.
How this automation grows your affiliate partner list
When new affiliate events happen, delays can slow partner onboarding and promotions. This automation captures affiliate data and upserts subscribersβso your team can start affiliate outreach faster.
Refersionor swap with your favorite app
2.Normalize affiliate data
Integrate Formatter by Zapier and data cleaning tools to normalize email casing and clean name fields.
Formatter by Zapieror swap with your favorite app
3.Add or update subscribers
Integrate Klaviyo and email list tools to upsert subscribers and add referral metadata to the affiliate list.
Klaviyoor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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