1.Detect incoming referral form
Integrate Sub-Zap by Zapier and workflow orchestration to capture the raw referral submission and route it into parsing.
Add referral form submissions to CRM and campaign
Automatically monitor incoming referral form submissions across Sub-Zap by Zapier and Salesforce. Add and update CRM contacts, and add each processed referral to a campaign without manual reporting.
How this automation improves referral follow-through your campaign
When incoming referral form submissions happen, referrals can stall and CRM data stays incomplete. This automation parses and normalizes payloads, then finds, creates or updates Salesforce records and adds them to campaignsβso your team can scale follow-up.
Sub-Zap by Zapieror swap with your favorite app
2.Parse and normalize payload
Integrate Code by Zapier and data cleanup tools to parse raw body fields and normalize phone numbers for matching.
Code by Zapieror swap with your favorite app
3.Find contact by email or phone
Integrate Salesforce and CRM search tools to locate existing contacts using parsed email and normalized phone criteria.
Salesforceor swap with your favorite app
4.Create or update records
Integrate Salesforce and CRM record tools to update contact fields or create account and contact with submission details.
5.Add contact to campaign
Integrate Salesforce and campaign reporting tools to write UTM and submission notes into campaign-member fields.
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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