1.Catch Hook referral form submission
Integrate Webhooks by Zapier, form submission routing, and referral capture tools to store each referral submission as a trigger event.
Create referral records and notify giver and receiver
Automatically capture referral form submissions across Webhooks by Zapier and Google Sheets. Send emails to the giver and receiver and send SMS when a validated phone number existsβso you can track referrals and avoid manual outreach and reporting.
How this automation records referrals and alerts both parties
When referral submissions arrive without a single place to record them, follow-up gets delayed and referrals go untracked. This automation catches each submission, finds or creates member rows, appends a referral row, and notifies both parties by email and SMSβso your team keeps reporting current.
Webhooks by Zapieror swap with your favorite app
2.Find or create member rows
Integrate Google Sheets and spreadsheet operations to find or create member rows for both giver and receiver.
Google Sheetsor swap with your favorite app
3.Append referral record row
Integrate Google Sheets and reporting tables to append a referral row with memo, date, and metadata fields.
4.Send confirmation email to giver
Integrate Gmail and email templates to send a confirmation message to the giver with next steps.
Gmailor swap with your favorite app
5.Send notification email to receiver
Integrate Gmail and email templates to send a notification message to the receiver with referrer details.
6.Normalize phone number to E.164
Integrate Formatter by Zapier, phone normalization, and data validation tools to produce an E.164 formatted phone value.
Formatter by Zapieror 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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