1.Detect new participant received
Integrate Viral Loops and referral data capture tools to detect a new participant received and start contact-ready processing.
Add new referral participants to customer data loader
Automatically normalize new participant received referral participants across Viral Loops, Zapier formatters, and your customer data loader endpoint. Create and update when viral referrals arrive, valid emails appear, or duplicates get skippedβso you can ingest contacts, map referral metadata, and prep campaigns without manual uploads.
How this automation loads referral participants into your data loader
When new referral participants arrive, delays can stall campaign readiness and outreach timing. This automation normalizes fields, filters to qualifying records, and posts contact and referral metadata to your customer data loaderβso your team can launch faster.
Viral Loopsor swap with your favorite app
2.Normalizes participant fields
Integrate Formatter by Zapier and text formatting tools to normalize name and text fields so the contact data is consistent.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying records
Integrate Filter by Zapier and validation tools to continue only for valid email records and skip test and duplicate entries.
Filter by Zapieror swap with your favorite app
4.Posts to customer data loader
Integrate Webhooks by Zapier and endpoint mapping tools to POST contact and referral metadata so your loader creates or matches contacts.
Webhooks by Zapieror 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
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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