1.Detect new referral submission
Integrate Gravity Forms and form submission data to detect a new referral submission for downstream processing.
Create lead and notify sales from referral form
Automatically monitor new referral form submissions across Gravity Forms and CRM tools. Automatically create and update contacts, log referrer metrics, and alert sales when referral submissions arrive, referral form entries are submitted, or referred details are capturedβso you can create CRM contacts, update referrer tracking, and notify owners without manual data entry.
How this automation keeps referrals moving fast
When referral form submissions reach a gap between intake and follow-up, sales pickup slows and referrers miss timely updates. This automation creates referral contacts, updates referrer metrics and tracking, and notifies the sales channelβso your team can act on referrals immediately.
Gravity Formsor swap with your favorite app
2.Find or create referrer contact
Integrate HubSpot and CRM contact matching to find or create the referrer contact by email and map submission details to it.
HubSpotor swap with your favorite app
3.Find or create referred contact
Integrate HubSpot and CRM contact matching to find or create the referred contact by email and set marketing opt-in when indicated.
4.Update referrer metrics and add note
Integrate HubSpot and engagement notes to update recommendation totals and create a referral engagement note tied to the referred contact.
5.Add tracking row
Integrate Google Sheets and tracking spreadsheets to add a row that logs date, referrer and referred names, reward, and notes.
Google Sheetsor swap with your favorite app
6.Send sales channel alert
Integrate Slack and messaging tools to send a referral summary with a CRM link for fast sales pickup.
Slackor 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
Set up in minutes
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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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