Use Cases
- Capture and track referrals automatically
- Generate unique referral codes for each user
- Store referral information in HubSpot for CRM purposes
- Maintain a ledger of referrals in Google Sheets
- Notify team members of new referrals via Slack
How It Works
Webhook captures referral data from incoming requests Function generates a unique referral code based on the user's email Contact information is upserted into HubSpot for CRM management Referral details are appended to a Google Sheets ledger Slack notification is sent to inform the team of new referrals
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to receive referral data
- 3Set up HubSpot credentials for contact management
- 4Connect Google Sheets with the appropriate ledger ID
- 5Adjust Slack channel settings for notifications
Apps Used
HubSpot
Google Sheets
Slack
Categories
Target Roles
Tags
#process automation
#notifications
#workflow management