1.Receives new referral submission
Integrate Referral Factory and referral program tools to receive new referral submissions to map source email and metadata
Add referral tag and referrer to user profile
Automatically monitor new referral submissions across Referral Factory and Intercom. Add referral tags and record referrersβso you can prioritize outreach, personalize messages, and keep referral attribution current without manual tagging.
How this automation protects your referral attribution
When new referred users are created without fast attribution, outreach gets delayed and personalization slips. This automation receives referral submissions, delays briefly to avoid timing conflicts, then adds referral tags and updates referrer attributes in Intercomβso your team can contact the right people with context.
Referral Factoryor swap with your favorite app
2.Delays for user provisioning
Integrate Delay by Zapier and workflow timing tools to wait 5 minutes to reduce race conditions
Delay by Zapieror swap with your favorite app
3.Checks for matching Intercom user
Integrate Filter by Zapier and identity validation tools to continue only when a matching user exists to prevent bad tagging
Filter by Zapieror swap with your favorite app
4.Adds the referral tag to a user
Integrate Intercom and customer messaging tools to add the configured referral tag to the right user
Intercomor swap with your favorite app
5.Updates referrer custom attributes
Integrate Intercom and profile metadata tools to update the referrer name and referral notes on the user
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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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