1.Catch incoming referral form submission
Integrate Webhooks by Zapier and form field mapping tools to receive the referral submission and map first name, last name, phone, consent, and campaign fields to use later.
Create referral participant record and send welcome SMS
Automatically catch incoming referral form submissions across Webhooks by Zapier and Telnyx. Send welcome SMS and create monday.com referral participant records when opt in is yes, so you can enroll referrers, share unique links, and update your board without manual reporting.
How this automation welcomes referrers instantly
When incoming referral form submission arrives, delays can break the referral flow and miss fast opt in moments. This automation normalizes consent and phones, generates a referral link, sends a welcome SMS, and creates a monday.com participant recordβso your team can scale referrals without chasing follow-ups.
Webhooks by Zapieror swap with your favorite app
2.Normalize opt in and format phone
Integrate Code by Zapier and data transformation tools to convert consent into a normalized opt in value and format the phone into E.164-compatible digits.
Code by Zapieror swap with your favorite app
3.Generate referral code and link
Integrate Formatter by Zapier and URL generation tools to create a random referral code and assemble a shareable referral link from your URL template.
Formatter by Zapieror swap with your favorite app
4.Send welcome SMS with link
Integrate Telnyx and SMS messaging tools to send a welcome SMS to the formatted phone with a personalized greeting and the generated referral link.
Telnyxor swap with your favorite app
5.Create referral participant board item
Integrate monday.com and CRM-like tracking tools to create a participant item, mapping names, phone, consent, and the referral link for follow-up.
monday.comor 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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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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