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Overview

Zapier is a no-code automation platform that connects ReferralLoop to thousands of popular apps. Build workflows (Zaps) that automate tasks between ReferralLoop and your favorite tools.

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Getting Started

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Step 1: Get Your API Key

  1. Log in to your ReferralLoop dashboard
  2. Navigate to API Keys in the sidebar
  3. Click Create API Key
  4. Give your key a descriptive name (e.g., “Zapier Integration”)
  5. Copy the API key immediately - you won’t be able to see it again
Keep your API keys secure. Never share them publicly or commit them to version control.

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Step 2: Connect to Zapier

  1. Go to the ReferralLoop app on Zapier
  2. Click Connect ReferralLoop
  3. Enter your API key when prompted
  4. Test the connection

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Triggers

Triggers are events in ReferralLoop that start your Zap.

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New Signup

Triggers when someone joins a waitlist. Use cases:
  • Send a welcome email when someone signs up
  • Add new signups to your CRM
  • Post a notification in Slack
  • Create a record in Airtable
Example Zap: 
ReferralLoop: New Signup → Gmail: Send Email

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Position Changed

Triggers when someone’s position in the waitlist moves up. Use cases:
  • Notify users when they move up in line
  • Update a spreadsheet with position changes
  • Send a congratulatory message
Example Zap: 
ReferralLoop: Position Changed → Google Sheets: Add Row

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Actions

Actions are things your Zap can do in ReferralLoop.

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Add to Waitlist

Adds a new person to your waitlist. Use cases:
  • Add form submissions to your waitlist
  • Import contacts from your CRM
  • Sync signups from another platform
Example Zap: 
Typeform: New Submission → ReferralLoop: Add to Waitlist
Here are some popular Zap templates to get you started:

Typeform → ReferralLoop

Automatically add form submissions to your waitlist

ReferralLoop → Mailchimp

Add new signups to your email marketing list

ReferralLoop → Slack

Get notified in Slack when someone joins

ReferralLoop → Google Sheets

Log all signups to a spreadsheet

ReferralLoop → Airtable

Sync waitlist data to Airtable

ReferralLoop → HubSpot

Create contacts in HubSpot from signups

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Best Practices

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Organize Your Zaps

  • Use descriptive names for your Zaps
  • Group related Zaps with folders
  • Document what each Zap does

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Handle Errors

  • Set up error notifications
  • Monitor failed Zaps regularly
  • Test your Zaps before going live

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Optimize Performance

  • Use filters to reduce unnecessary triggers
  • Batch operations when possible
  • Monitor your Zap usage

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Troubleshooting

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Connection Issues

If you can’t connect to ReferralLoop:
  1. Verify your API key is correct
  2. Check that your API key hasn’t been revoked
  3. Ensure you have a paid plan (API access requires a paid subscription)

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Zap Not Triggering

If your Zap isn’t triggering:
  1. Check that the trigger conditions are met
  2. Verify the waitlist ID is correct
  3. Ensure the Zap is turned on
  4. Check Zapier’s task history for errors

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Data Not Appearing

If data isn’t appearing as expected:
  1. Check field mappings in your Zap
  2. Verify the data format matches expectations
  3. Review Zapier’s task history for details

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Need Help?

Zapier Support

Get help from Zapier’s support team

ReferralLoop Support

Contact us for ReferralLoop-specific questions