1.Captures referral submission
Integrate Jotform and form-mapping tools to capture the submission and map partner selection and contact fields to variables.
Send referral intro emails to partner and lead
Automatically capture referral form submissions across Jotform and route partner outreach via Paths by Zapier. Get instant referral intro emails when referral form submitted, partner choice selected, or submission details changeβso you can start outreach fast, CC referrers consistently, and recover unmatched leads without manual follow-up.
How this automation sends partner introductions
When new referral submissions arrive, delays can slow partner outreach and cause missed opportunities. This automation captures referral details in Jotform, branches by partner selection, and sends intro emails with the right recipientsβso your team can launch outreach immediately.
Jotformor swap with your favorite app
2.Routes to the right partner path
Integrate Paths by Zapier and routing logic to branch by partner choice and route unmatched referrals to a fallback path.
Paths by Zapieror swap with your favorite app
3.Sends partner email intro
Integrate Gmail and email templating tools to send referral intro messages with mapped To, CC, reply to, subject, and body.
Gmailor swap with your favorite app
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Explore all referral program management automations
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Step 1
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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
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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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