1.Monitor new form submissions
Integrate Gravity Forms and form tools to capture submission payloads and start referral tracking in your worksheet.
Add referral form responses to tracking sheet for managers
Automatically capture new referral form submissions across Gravity Forms and Google Sheets. Add and enrich tracking rows when email or phone matches fail so you can spot duplicates, attribute sources, and build outreach lists without manual spreadsheet work.
How this automation captures referral submissions
When new referral form submissions arrive, manual entry causes missed leads and messy outreach lists. This automation captures submissions and deduplicates, then adds complete referral rows to your tracking worksheetβso your team can follow up with confidence.
Gravity Formsor swap with your favorite app
2.Detect existing referral entries
Integrate Google Sheets and spreadsheet lookup tools to find matching rows by email first, then phone to avoid duplicates.
Google Sheetsor swap with your favorite app
3.Add new referral tracking row
Integrate Google Sheets and spreadsheet mapping tools to add missing referrals, set source, and record submission timestamps.
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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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