1.Detect new contact in referral list
Integrate HubSpot, and analytics tools, to trigger on new referral list contacts and to retrieve referral contact details.
Add referred contacts to the referral reward program queue
Automatically monitor new contact in list additions across HubSpot and referral metadata. Create and update when qualifying referrals enroll in Promotion Vault β so you can standardize delivery details, avoid duplicates, and scale gift card fulfillment without manual handoffs.
How this automation enrolls eligible referrals in your reward queue
When new referral list contacts are added, delays can stall gift card award fulfillment. This automation formats referral details, filters out ineligible entries, and adds recipients to Promotion Vaultβso your team can deliver rewards without manual handoffs.
HubSpotor swap with your favorite app
2.Normalize contact details
Integrate Formatter by Zapier and data formatting tools to standardize phone and email formats for referral delivery fields.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying and duplicates
Integrate Filter by Zapier and validation tools to continue only eligible referrals and to skip non-qualifying or duplicate entries.
Filter by Zapieror swap with your favorite app
4.Add to reward promotion
Integrate Promotion Vault and marketing rewards tools to add the contact to the configured promotion and include referral metadata in the note.
Promotion Vaultor 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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