1.Detect new referral form entry
Integrate Typeform and webhook tools to capture new referral submissions and trigger partner tracking updates.
Add referral form entries to partner leads sheet
Automatically monitor new referral form entries across Typeform and tracking tools. Create partner sheet rows, log partner referral events, and add routing notesβso you can follow up faster without manual spreadsheet updates.
How this automation logs partner referrals
When a referral form entry arrives, delays can cause missed follow-up opportunities. This automation creates partner worksheet rows and tracks partner referral events, so your team can claim ownership quickly.
Typeformor swap with your favorite app
2.Creates partner worksheet row
Integrate Google Sheets and data mapping tools to create a referral row and log referral source in your partner sheet.
Google Sheetsor swap with your favorite app
3.Tracks referral event and tagging
Integrate Customer.io and contact event tracking to map submission metadata to event properties and add partner tags.
Customer.ioor swap with your favorite app
4.Adds routing notes in sheet
Integrate Google Sheets and routing views to add internal ownership notes so partnership managers can claim follow-up.
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Explore all referral program management automations
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Set up in minutes
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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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