1.Receives new form response
Integrate Tally and form field mapping to capture referral submissions and map core fields to referrer and referral columns.
Add referral form responses to partner lead tracker
Automatically monitor new form responses across Tally, Formatter by Zapier, Paths by Zapier, Google Sheets, and Slack. Get instant owner lookup, create tracking rows, and notify assigned reviewers when new referral submission, referral type submitted, or contact details receivedβso you can start follow-up promptly without manual tracking.
How this automation accelerates your partner lead tracking
When new form responses arrive, delays can slow down partner follow-up. This automation captures referral submissions, looks up an owner, routes by referral type, logs to Google Sheets, and notifies reviewersβso your team can act faster.
Tallyor swap with your favorite app
2.Looks up owner by referral type
Integrate Formatter by Zapier and lookup tables to map referral type to owner name and owner mention with a fallback owner.
Formatter by Zapieror swap with your favorite app
3.Branches by referral type
Integrate Paths by Zapier and workflow routing to continue only for qualifying referral types with type specific outputs.
Paths by Zapieror swap with your favorite app
4.Creates tracking row in spreadsheet
Integrate Google Sheets and spreadsheet records to create a new row mapping referrer, referral, contact, type, timestamp, owner, and tag.
Google Sheetsor swap with your favorite app
5.Sends notification to review channel
Integrate Slack and team messaging to post a short referral summary and include the owner mention so follow-up starts promptly.
Slackor 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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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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