1.Detect new referral form submissions
Integrate HubSpot and crm field mapping to detect new referral submissions and to trigger campaign enrollment for emails and regions.
Add referrer and referred contacts to campaign enrollment lists
Automatically watch HubSpot new form submissions and enroll referrer and referred contacts across HubSpot. Create or update contacts when referral form submitted, referrer email captured, or referred email capturedβso you can create referrer contacts, create referred contacts, and assign campaign enrollment lists without manual campaign updates.
How this automation enrolls referrals into regional campaigns
When a referral form is submitted, delayed or incomplete campaign enrollment slows outreach and reporting. This automation runs campaign identifier logic, pauses briefly, and creates or updates both referrer and referred contactsβso your team enrolls referrals fast.
HubSpotor swap with your favorite app
2.Select campaign identifiers by region
Integrate Code by Zapier and data logic to assign region-based campaign identifiers for the referrer and referred contacts.
Code by Zapieror swap with your favorite app
3.Pause for contact propagation
Integrate Delay by Zapier and workflow timing to pause 1 minute and allow HubSpot contact creation to complete.
Delay by Zapieror swap with your favorite app
4.Create or update referrer contact
Integrate HubSpot and crm contact matching to create or update the referrer contact and to set the referrer campaign field.
5.Create or update referred contact
Integrate HubSpot and crm contact matching to create or update the referred contact and to set the lead campaign field.
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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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