1.Captures referral contact and submission fields
Integrate Keap to detect new contact group entries and to capture referral name, notes, submit date, and source fields.
Create referral tracker item from partner referral entries
Automatically capture partner referral submissions across Keap and monday.com. Create and update referral tracker items when contacts are added, referrals are submitted, or group entries updateβso you can qualify leads, assign coordinators, and keep status current without manual tracking.
How this automation accelerates referral follow-up
When contact group entries appear with new referral submissions, delays can slow qualification and outreach. This automation captures referral fields in Keap, normalizes and deduplicates in Formatter by Zapier, and creates and assigns monday.com tracker itemsβso your team can follow up faster.
Keapor swap with your favorite app
2.Normalizes fields and filters duplicates
Integrate Formatter by Zapier, data formatting tools, and dedupe rules to normalize date and text fields and to skip duplicate referrals.
Formatter by Zapieror swap with your favorite app
3.Creates referral tracker item and assigns owner
Integrate monday.com, board management tools, and assignment workflows to create tracker items with notes, source, submit date, and owner.
monday.comor swap with your favorite app
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Step 1
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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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