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Create a Referral Program with Google Forms, Zapier & WhatsApp

Build a live referral system for small businesses without coding

9 lessons about 6 hours beginner
Create a Referral Program with Google Forms, Zapier & WhatsApp

This beginner‑friendly course is for Indian students and career‑switchers who want a practical, job‑ready skill in low‑code automation. You'll learn how to capture referrals using Google Forms, automate the workflow with Zapier, and notify participants via WhatsApp.

By the end of the course you'll have built a complete referral program that records leads, awards points, and sends personalized messages automatically. You'll also understand how to tweak the flow for different business needs.

After completing the course you can offer small businesses a ready‑made referral solution, add automation to your résumé, and confidently work with Google Workspace and Zapier in real projects.

What you will work through

1 Introduction to Low‑Code Referral Systems Sandeep TradeX 369 · 4 min 2 Setting Up Google Forms for Referrals Tech Tricks with Eli · 7 min 3 Storing Referral Data in Google Sheets Spreadsheet Point · 6 min 4 Zapier Basics: Connecting Apps Kevin Stratvert · 20 min 5 Hands‑On: Build the Referral Zap (Part 1) JimmyRose - Automation & Productivity · 22 min 6 Hands‑On: Build the Referral Zap (Part 2) – WhatsApp Notification JimmyRose - Automation & Productivity · 9 min 7 Testing the End‑to‑End Flow Kevin Stratvert · 20 min 8 Adding Points Logic and Badges Masters of AI & Automation · 17 min 9 Deploying and Maintaining the Program video coming soon
Final project Referral Program for a Sample Business Unlocks after all 9 lessons 0 of 9 lessons passed Locked
Final project

Referral Program for a Sample Business

Submit a public link Checked by a reviewer Unlimited attempts

Build a fully functional referral system for the fictitious "Kolkata Café" using Google Forms, Zapier, and WhatsApp.

Submit: a public link to the Google Form, a shared Zapier workflow (export link), and a short video (max 2 min) demonstrating a referral submission and WhatsApp notification.

Reviewer checklist:

  • Form collects name, email, referrer code, and optional message
  • Zapier triggers on new form response and looks up referrer points
  • WhatsApp message is sent via Twilio/WhatsApp API with correct personalization
  • Points are stored in a Google Sheet and updated correctly
  • Error handling for missing fields or duplicate entries
  • Clear documentation (README) explaining the flow
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The teaching videos are made by independent creators and play from YouTube, with the creator credited on every lesson. Nexgino builds the path, the notes, the project and the certificate.
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