1.Detect new referral lead event
Integrate Get The Referral and lead intake tools to detect new referral lead event details to start qualification.
Create CRM contact and open deal from referral
Automatically capture new lead events from referrals across Get The Referral and Zapier filters. Create and update when a referral email is present, a rep owner is matched or defaulted, or a deal is createdβso you can create contacts, open deals, and log tracking without manual data entry.
How this automation accelerates referral follow-up
When referral submissions arrive without confirmed ownership, follow-up can stall and sales lose priority. This automation filters referral payloads, creates CRM people, and opens deals and trackingβso your team can act fast with clear next steps.
Get The Referralor swap with your favorite app
2.Continue only if email exists
Integrate Filter by Zapier and data validation tools to stop incomplete referrals to missing email before CRM updates.
Filter by Zapieror swap with your favorite app
3.Map rep name to owner ID
Integrate Formatter by Zapier and lookup tables to map sales rep name to CRM owner ID for correct assignment.
Formatter by Zapieror swap with your favorite app
4.Create person in Pipedrive
Integrate Pipedrive and CRM contact fields to create a person with mapped name, email, and phone.
Pipedriveor swap with your favorite app
5.Create deal and outreach task
Integrate Pipedrive and CRM deal workflows to create a deal and follow-up outreach activity in the configured stage.
6.Add tracking row to worksheet
Integrate Google Sheets and reporting tables to add referral and deal details for tracking and CRM linking.
Google Sheetsor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
See how teams are automating with Zapier (and loving it!)
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