1.Reads partner row details
Integrate monday.com and reporting tools to extract partner name, raw referral link, and contact email to route onboarding actions.
Create partner record and send welcome emails to referrers
Automatically monitor monday.com partner rows across Referral marketing. Create referral contacts and send welcome emails when referral links are added or partner column values update or contact emails appearβso you can shorten URLs, deliver welcome packs, and update tracking without manual tracking.
How this automation accelerates partner referrals
When updated monday.com rows contain new referral links, manual follow-up can leave partner programs untracked. This automation shortens referral links, sends welcome emails, and upserts contacts, then writes partner IDs back for complete trackingβso your team can onboard partners faster.
monday.comor swap with your favorite app
2.Shortens the referral URL
Integrate URL Shortener by Zapier and link tracking tools to shorten the raw referral link to generate a clickable CTA for messages.
URL Shortener by Zapieror swap with your favorite app
3.Sends welcome email
Integrate Gmail and email templates to send a formatted welcome email to deliver onboarding details with the shortened link.
Gmailor swap with your favorite app
4.Upserts partner contact
Integrate LeadConnector and CRM workflows to add or update the contact to set partner status as Active and store the referral link.
LeadConnectoror swap with your favorite app
5.Updates the partner row
Integrate monday.com and database updates to write the LeadConnector contact ID and shortened referral URL into tracking columns.
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