1.Detects new form submission
Integrate Unbounce and marketing forms to capture submission payloads and record timestamps and referral fields.
Add referral form entries to shared referral database
Automatically capture new referral form submissions across Unbounce, Zendesk, Airtable, and Google Sheets. Create and update referral records and intake tickets when new form submission, referral fields arrive, or submission timestamps postβso you can protect reporting without manual data entry.
How this automation records every referral submission
When new form submissions land in Unbounce, referrals can get stuck in inboxes and reporting slows down. This automation creates intake tickets and records each referral in Airtable and a Google Sheets ledgerβso your team can report without manual data entry.
Unbounceor swap with your favorite app
2.Creates intake ticket for referral
Integrate Zendesk and support ticketing to create a task-type ticket, add core fields, and assign it to the intake queue.
Zendeskor swap with your favorite app
3.Creates referral database record
Integrate Airtable and contact databases to create a new referrals table record and map submission fields like referrer and contact.
Airtableor swap with your favorite app
4.Appends reporting ledger row
Integrate Google Sheets and reporting systems to append a worksheet row with key fields for marketing reporting and audit trails.
Google Sheetsor swap with your favorite app
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Explore all referral program management automations
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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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