1.New survey response
Integrate Delighted and survey tools to capture respondent metadata and qualifying scores to trigger referral outreach
Send referral invite after a positive survey response
Automatically monitor new survey responses across Delighted and Zapier apps. Send referral invites when new survey response received, scores clear the promoter threshold, or respondent metadata landsβso you can create invites, delay outreach, and track referrals without manual follow-up.
How this automation accelerates your referrals
When delighted survey responses arrive, delayed outreach can miss the referral window. This automation monitors survey responses and filters promoters, then pauses and sends tracked referral emailsβso your team can capture referrals while interest is high.
Delightedor swap with your favorite app
2.Score and plan check
Integrate Filter by Zapier and rules logic to continue only for promoter score and basic plan matches to gate invites
Filter by Zapieror swap with your favorite app
3.Delay for 3 hours
Integrate Delay by Zapier and timing controls to pause outreach for 3 hours to cool down before sending
Delay by Zapieror swap with your favorite app
4.Send referral invitation
Integrate SendGrid and email personalization to send referral invites with tracked links to capture and attribute referrals
SendGridor 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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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