When
Each new response submitted to the Typeform referral form whose id you ask me for.
Workflow template
Process referrals and thank the referrer
Logs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Send each referrer one thank you email from Gmail, skipping referrals already thanked.
- Look the referred person's email up in HubSpot and update that contact instead of creating a second one, storing the referrer's name and email on the record.
Apps it connects
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