1.Captures form submission
Integrate Webflow and web forms to watch for new referral form submissions and trigger the deal workflow.
Create referral deals from web form submissions for sales
Automatically monitor Webflow form submissions across Google Sheets and Customer.io. Create and update referral deals when new submissions arrive, so you can create sheet rows, update referral contacts, and notify sales without manual deal entry.
How this automation creates referral deals for faster follow-up
When referral form submissions land but deals stay uncreated, leads slip through and follow-up slows. This automation creates sheet rows, updates referral contacts, and generates deals then alerts salesβso your team can act while intent is fresh.
Webflowor swap with your favorite app
2.Creates spreadsheet tracking row
Integrate Google Sheets and data logging tools to map submission fields and record referral source and timestamp.
Google Sheetsor swap with your favorite app
3.Creates or updates person record
Integrate Customer.io and customer data tools to upsert a person and attach referral source and contact attributes.
Customer.ioor swap with your favorite app
4.Tracks referral form submitted event
Integrate Customer.io and event tracking tools to send a referral form submitted event tied to the person for segmentation.
5.Creates deal with pinned referral note
Integrate Pipedrive and pipeline tools to find or create the person, create the deal, and add referral context.
Pipedriveor swap with your favorite app
6.Alerts sales channel about new deal
Integrate Google Chat and notification tools to post a compact alert with contact name, referral context, and the deal link.
Google Chator swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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