1.Captures new referral submission
Integrate Jotform and form intake tools to capture new referral submissions and to create the referral event data.
Create referral contacts and notify partner firms instantly
Automatically monitor new referral form submissions across Jotform and NetHunt CRM and Gmail. Create and update partner records and notify partner admins when referral form submits, qualifying referral answers load, or partner intake requests appearβso you can protect context, speed partner outreach, and avoid manual follow-up.
How this automation accelerates partner-ready referrals
When qualifying referrals arrive and details are not normalized, partner outreach can stall and records get inconsistent. This automation formats submission data, creates partner records and comments, and sends partner admin emailsβso your team launches faster with clean context.
Jotformor swap with your favorite app
2.Stops non qualifying referrals
Integrate Filter by Zapier and referral rules to continue only for qualifying referral answers and to prevent bad intake.
Filter by Zapieror swap with your favorite app
3.Waits 5 minutes for data
Integrate Delay by Zapier and timing controls to wait 5 minutes and to allow scheduling data to populate.
Delay by Zapieror swap with your favorite app
4.Normalizes date and phone
Integrate Formatter by Zapier and data formatting tools to map submission date to formatted date and to normalize phone numbers.
Formatter by Zapieror swap with your favorite app
5.Creates a partner path
Integrate Paths by Zapier and partner routing to create a path per partner firm and to send data to the right folder.
Paths by Zapieror swap with your favorite app
6.Finds matching contact by email
Integrate NetHunt CRM and CRM lookup tools to find records by contact email and to confirm whether a contact exists.
NetHunt CRMor 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
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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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