1.Captures new referral form entry
Integrate Cognito Forms and form submission data to trigger referral capture when a new entry is submitted.
Send referral gift card and log CRM activity
Automatically process new referral form entries across Cognito Forms and Handwrytten. Send a gift card and log CRM activity when referral form submits, referral entry qualifies, or recipient details completeβso you can dispatch gifts, create CRM activities, and reduce manual tracking without chasing fulfillment.
How this automation dispatches referral gifts and logs CRM activity
When referral gifts wait on manual coordination, fulfillment gets delayed and CRM history stays incomplete. This automation formats activity time, sends the handwritten card, and creates CRM activity recordsβso your team can track dispatch without chasing updates.
Cognito Formsor swap with your favorite app
2.Formats activity date and time
Integrate Formatter by Zapier and date formatting tools to format the entry timestamp to your preferred activity time.
Formatter by Zapieror swap with your favorite app
3.Finds customer in CRM
Integrate Webhooks by Zapier and CRM lookup endpoints to find the referring customer by customer number.
Webhooks by Zapieror swap with your favorite app
4.Creates and sends gift card
Integrate Handwrytten and address verification tools to send a handwritten card using recipient and referrer details.
Handwryttenor swap with your favorite app
5.Creates CRM activity records
Integrate Webhooks by Zapier and CRM record logging to post gift dispatch and referral source activities.
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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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