1.Detects contact property changes
Integrate HubSpot to detect contact updates and map provider fields to prepare affiliate creation.
Add provider affiliate and generate QR code for contact
Automatically monitor provider contact updates across HubSpot. Create and update when provider QR details are missing or changeβso you can create affiliate links, generate branded QR codes, and update contact records without manual follow-up.
How this automation accelerates provider referral onboarding
When provider contacts update without affiliate and QR setup, referral onboarding stalls and follow-up gets delayed. This automation creates affiliates, generates branded static QR codes, and updates HubSpot recordsβso your team can activate referrals faster.
HubSpotor swap with your favorite app
2.Creates affiliate and captures link
Integrate Social Snowball and affiliate tracking tools to create an affiliate and capture the affiliate code and URL.
Social Snowballor swap with your favorite app
3.Generates static QR from affiliate URL
Integrate QRTIGER QR Code and QR generation tools to create a static QR code that embeds the affiliate URL.
QRTIGER QR Codeor swap with your favorite app
4.Updates contact with QR details
Integrate HubSpot and CRM field mapping tools to update contact fields with the hosted QR image URL and affiliate data.
5.Sends qualification alert to ops
Integrate Gmail and notification tools to alert program coordinators when required provider fields are missing.
Gmailor swap with your favorite app
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