1.Detect new form submission
Integrate Typeform and referral intake tools to capture key submission data to create child and parent records.
Create referral child contact and enroll parent workflows
Automatically capture Typeform new entries across referral marketing tools. Create and update when referrals submit, parent matches are found, and child details arriveβso you can create child contacts, update parent records, and enroll nurture workflows without manual follow-up.
How this automation accelerates your referral follow-up
When referral entries land in Typeform, delays can break the handoff between child and parent outreach. This automation creates or updates child contacts, updates parent records, enrolls both in workflows, and alerts your teamβso your follow-up stays on time.
Typeformor swap with your favorite app
2.Creates or updates child contact
Integrate HubSpot, CRM fields, and timestamp mapping to map submission data to contact fields and to update child contact records.
HubSpotor swap with your favorite app
3.Finds matching parent contact
Integrate HubSpot and CRM search to look up the parent by email and to determine whether to update a parent record.
4.Updates parent referral fields
Integrate HubSpot and CRM properties to map child reference fields into parent referral properties to update the parent record.
5.Delays enrollment for one minute
Integrate Delay by Zapier and workflow timing tools to pause briefly to avoid race conditions before enrollment.
Delay by Zapieror swap with your favorite app
6.Enrols child and parent workflows
Integrate HubSpot and workflow enrollment tools to enroll the child and parent by email to start the right nurture journeys.
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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