1.Receives referral payload
Integrate Webhooks by Zapier and analytics tools to accept referral payloads and extract referral identifiers for processing.
Send referral gift and SMS notification to referrer contact
Automatically receive referral events and resolve CRM-linked contacts across Webhooks by Zapier and Salesforce. Send digital rewards and log outbound SMS so referrers get notified quicklyβwithout manual reporting, follow-up, or paperwork.
How this automation sends referral gifts and SMS updates
When referral events arrive without a connected flow, referrers wait and rewards get delayed. This automation routes lookup paths, sends a digital gift, and logs outbound SMS in Salesforceβso your team notifies referrers fast.
Webhooks by Zapieror swap with your favorite app
2.Routes qualifying lookup path
Integrate Filter by Zapier and CRM routing to route only qualifying records and send to the right lookup path.
Filter by Zapieror swap with your favorite app
3.Finds matching CRM record
Integrate Salesforce and contact enrichment to map referral identifiers and retrieve email, phone, and name.
Salesforceor swap with your favorite app
4.Sends digital gift reward
Integrate Giftbit and reward templates to issue the configured digital reward using recipient email and name.
Giftbitor swap with your favorite app
5.Logs outbound SMS message
Integrate Salesforce and messaging audit trails to create a Twilio message record and log the SMS body.
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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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