1.Detect new lead submission
Integrate Onepage and form capture tools to detect new lead submissions for creating referral records.
Create referral lead and deal from landing form
Automatically watch for new lead submissions across Onepage. Create and update referral records when submissions match configured referral form entries, so you can create contacts, open pipeline deals, and notify internal owners without manual reporting.
How this automation creates referral deals from landing forms
When referral form submissions arrive, delays can stall follow-up and hurt conversion. This automation filters entries, formats fields, creates CRM contacts and deals, and sends internal notificationsβso your team can move faster.
Onepageor swap with your favorite app
2.Filters referral form entries
Integrate Filter by Zapier and routing rules to continue only for matching configured referral form submissions.
Filter by Zapieror swap with your favorite app
3.Formats submission date fields
Integrate Formatter by Zapier and date tools to format submission dates for the CRM appointment or date field.
Formatter by Zapieror swap with your favorite app
4.Creates referral contact
Integrate umsatz.io and CRM contact tools to create a contact with mapped name, phone, and email.
umsatz.ioor swap with your favorite app
5.Creates pipeline deal
Integrate umsatz.io and CRM deal tools to create a deal linked to the new contact and set stage.
6.Sends internal notification
Integrate Microsoft Outlook and email routing to notify configured sales recipients about the new deal.
Microsoft Outlookor 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
Set up in minutes
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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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