Update and qualify users in Referral Factory for every updated company in Copper
Keep your referral program up-to-date with this Copper and Referral Factory integration. Whenever a company is updated in Copper, this workflow will automatically qualify a user with their email in Referral Factory. Save time and ensure your referral program is always accurate with this seamless automation.
Keep your referral program up-to-date with this Copper and Referral Factory integration. Whenever a company is updated in Copper, this workflow will automatically qualify a user with their email in Referral Factory. Save time and ensure your referral program is always accurate with this seamless automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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