Add new signups to a referral program and update crm

This automation automatically enrolls new users into your referral program while updating customer records in your CRM in real time, eliminating manual data entry and duplicate entries. It ensures every new signup is tracked for rewards eligibility and sales follow-up, so no lead or referral opportunity slips through the cracks. By keeping both referral tracking and contact records in sync, teams gain reliable data, faster outreach, and improved program performance.