1.Monitor new spreadsheet rows
Integrate Google Sheets and referral tracking tools to watch for new portal referral rows.
Add portal referrals from sheet to nurture list
Automatically monitor new portal referral rows across Google Sheets, Attio, Zapier, and Marketo. Create and update when referral fields matchβso you can find contacts, filter first deployment referrals, and add leads to your nurture list without manual data entry.
How this automation grows your referral nurture list
When new portal referral rows appear, delays can break referral follow-through and weaken attribution. This automation monitors spreadsheet entries, finds or creates contact records, and adds qualifying leads to your Marketo listβso your team can nurture faster.
Google Sheetsor swap with your favorite app
2.Find or create person by email
Integrate Attio and CRM tools to match portal referral emails and create missing contacts.
Attioor swap with your favorite app
3.Continue only for qualifying referrals
Integrate Filter by Zapier and workflow conditions to pass through first deployment referrals only.
Filter by Zapieror swap with your favorite app
4.Find lead by email
Integrate Marketo and lead lookup tools to search for the matching lead and stop when no match exists.
Marketoor swap with your favorite app
5.Add lead to nurture list
Integrate Marketo and marketing list tools to add found leads to the configured portal referral nurture list.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, Zapier Tables, Code by ZapierSwap with your favorite apps.
Add adviser referral submissions to your contacts table
Your adviser referrals arrive via webhook and sit untracked, causing manual lookups and delayed outreach. Capture them into a contacts table so marketing ops can begin outreach same day.
- Apps: Squarespace Forms, Kit, Delay by Zapier, GmailSwap with your favorite apps.
Add affiliate form applicants to onboarding list and email
Your affiliate form submissions arrive untracked, forcing program coordinators to add applicants manually and delaying onboarding. New applicants are added to your affiliate audience and get a welcome email same day.
- Apps: Kartra, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add affiliate form responses to centralized intake tracker
Your affiliate questionnaire responses stay siloed in forms and emails, slowing partner qualification and campaign reporting. Centralizing submissions gives coordinators instant visibility same day.
- Apps: Webflow, Filter by Zapier, Webhooks by ZapierSwap with your favorite apps.
Add affiliate partner applicants to partner program audience
Your partner application form funnels affiliate submissions into a manual intake, delaying outreach and onboarding. Add qualifying applicants to the partner audience so outreach starts same day.
- Apps: Webhooks by Zapier, Filter by Zapier, SendlaneSwap with your favorite apps.
Add affiliate signups to your email marketing list
Your JV signup webhook submissions often go unprocessed, delaying partner outreach. It adds each contact to your affiliate mailing list so partners get segmented nurture the same day.
- Apps: Webhooks by Zapier, Delay by Zapier, Stripe, Google SheetsSwap with your favorite apps.
Add affiliate trial signups to recruitment tracking sheet
Your affiliate trial signups arrive without payment or attribution context, leaving marketing ops unable to prioritize quality referrals. It logs signups with payment context for same-day follow-up.
- Apps: Webhooks by Zapier, Filter by Zapier, LeadConnectorSwap with your favorite apps.
Add and update referral contacts from incoming webhooks
Your referral webhooks arrive without sponsor or upline context, causing outreach errors. It creates or updates contact records with upline details so coordinators can follow up same day.
- Apps: Webhooks by Zapier, Delay by Zapier, Tapfiliate, Perfit, Google Sheets, SlackSwap with your favorite apps.
Add approved partners and affiliates to mailing lists
Your partner and affiliate approvals arrive without a central list or log, slowing onboarding and outreach. Add contacts to segmented lists and a shared approval log so outreach starts same day.
- Apps: Salesforce, Formatter by Zapier, Filter by Zapier, BrevoSwap with your favorite apps.
Add billing and manager emails to referral nurture list
Billing contacts and property records can stay out of marketing lists after first invoice, delaying referral outreach. Add them to the referral list so campaign managers can start outreach the same day.
- Apps: Cal.com, Formatter by Zapier, Filter by Zapier, ActiveCampaignSwap with your favorite apps.
Add booked contacts to referral lists for targeted outreach
Your bookings arrive without referral tags, causing missed channel-specific nurture and extra manual list work. Get contacts routed into the right marketing lists for tailored outreach same day.
- Apps: OnceHub, Formatter by Zapier, Google Sheets, ActiveCampaignSwap with your favorite apps.
Add booked referral leads to nurture list and sheet
Your referral bookings sometimes miss contact capture, leaving campaign managers without context. It logs bookings to your sheet and marketing list, enabling nurture within minutes.
- Apps: Calendly, Formatter by Zapier, Circle, LeadConnector, HubSpot, SlackSwap with your favorite apps.
Add booked referral partner to community and pipeline
Your partner bookings miss community invites, pipeline updates, forcing manual outreach and delaying onboarding. Get automatic community invites and CRM updates so coordinators can prep same day.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.