1.Catches incoming form submission
Integrate Webhooks by Zapier and form fields to map submission values to variables for processing referral data.
Create linked referral records from friend form entries
Automatically catch referred-friend form submissions across Webhooks by Zapier, Code by Zapier, and Monday.com. Create and update linked referral subitems when referral form fields arrive, opt-in flags are included, or referral codes are presentβso you can normalize contacts, link referrers, and populate fields without manual data entry.
How this automation links referral entries to your board
When referred-friend form submissions land without consistent formatting, coordinators waste time on preventable handoffs. This automation normalizes contact details and referral codes, finds the correct referrer, and creates and updates Monday.com subitemsβso your team can act fast on every referral.
Webhooks by Zapieror swap with your favorite app
2.Normalizes referral contact data
Integrate Code by Zapier and data formatting tools to normalize phone numbers, convert opt-in flags, and extract referral codes.
Code by Zapieror swap with your favorite app
3.Finds referrer by column value
Integrate Monday.com and referral board lookup tools to search by the extracted referral code and return the referrer item ID.
monday.comor swap with your favorite app
4.Creates a referral subitem
Integrate Monday.com and CRM-style boards to create a subitem under the matched referrer and set the contact name.
5.Updates referral subitem fields
Integrate Monday.com and workflow field mapping tools to update phone, email, opt-in, postal code, and owner assignments.
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