1.Captures new form submissions
Integrate Gravity Forms and form data fields to trigger mapping of submission details into referral contact fields.
Create referral, add contact, and notify intake channels
Automatically capture new form submissions across Gravity Forms and routing tools. Create referral records, enrich addresses, and notify intake channels and reviewers when submissions include state details or partner eligibilityβso you can speed outreach, add contacts, and confirm referrals without manual reporting.
How this automation accelerates partner outreach
When new form submissions arrive, delays can slow partner outreach and duplicate manual data entry. This automation captures submissions, looks up state abbreviations, creates referral records, adds contacts, and notifies Slack and Gmailβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Finds state abbreviation record
Integrate Zapier Tables and lookup data to map state name values to referral incident address state fields.
Zapier Tablesor swap with your favorite app
3.Creates referral with invite behavior
Integrate Lexamica and referral payload mapping to create referral records and capture the referral ID.
Lexamicaor swap with your favorite app
4.Creates or updates intake contact
Integrate Constant Contact and audience list tools to create contact records and add them to the intake list.
Constant Contactor swap with your favorite app
5.Posts intake notification message
Integrate Slack and internal alerting tools to post referral summaries to the configured intake channel.
Slackor swap with your favorite app
6.Sends internal reviewer email
Integrate Gmail and reviewer notification tools to send an internal email with the mapped referral synopsis.
Gmailor swap with your favorite app
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Add booked contacts to referral lists for targeted outreach
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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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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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