1.Start sub-zap with referral payload
Integrate Sub-Zap by Zapier and data mapping tools to receive referral inputs and trigger downstream processing of each referral.
Add referral codes to marketing campaign and log
Automatically monitor referral inputs across Sub-Zap by Zapier, Formatter by Zapier, Zapier Tables, LeadConnector, and Google Sheets. Create and update when referral code submitted, contact email received, or source URL capturedβso you can normalize codes, route matched contacts to campaigns, and log referral events without manual spreadsheet logging.
How this automation routes referral codes to the right campaign
When referral inputs arrive, delayed or inconsistent handling can send contacts to the wrong campaign and break attribution. This automation normalizes referral codes, looks up tier matches, adds contacts to the correct campaign, and logs every eventβso your team can audit referrals fast.
Sub-Zap by Zapieror swap with your favorite app
2.Normalize referral code format
Integrate Formatter by Zapier and text transformation tools to convert each referral code into uppercase normalized form for lookup.
Formatter by Zapieror swap with your favorite app
3.Find matching referral record
Integrate Zapier Tables and database lookup tools to search the referral table and return match status plus tier data.
Zapier Tablesor swap with your favorite app
4.Add contact to campaign
Integrate LeadConnector and CRM contact tools to add or update the contact, then add it to the selected campaign when matched.
LeadConnectoror swap with your favorite app
5.Create referral audit row
Integrate Google Sheets and reporting tools to create a spreadsheet row for every referral event and audit outcomes.
Google Sheetsor 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
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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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