1.Captures form submission data
Integrate Webflow and form tools to capture name fields, email, company, phone, and UTM data to validate submissions.
Create referral participants and CRM contacts from forms
Automatically monitor Webflow form submissions across marketing and CRM tools. Create and update when submissions pass validation, UTM campaigns qualify, or referral codes are returnedβso you can enroll participants, create CRM contacts, and generate referral URLs without manual follow-up.
How this automation creates referral-ready contacts
When Webflow form submissions come in with missing or invalid details, referrals can stall and follow-up gets delayed. This automation captures submission data and registers referral participants, then creates attributed CRM contacts and referral URLsβso your team can follow up fast.
Webflowor swap with your favorite app
2.Adds referral participant
Integrate Viral Loops and marketing workflow tools to add a participant by mapping email and contact fields to generate a referral code.
Viral Loopsor swap with your favorite app
3.Creates CRM contact
Integrate Microsoft Dynamics 365 CRM and marketing analytics tools to create a contact with attribution fields and store the referral code.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Explore all referral program management automations
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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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