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Add broker referral emails to marketing segments and CRM

Add broker referral emails to marketing segments and CRM

Your broker referral emails arrive unstructured in inboxes, leaving referrals untracked and slowing campaigns. The flow captures and tags referrals so your marketing ops team can act same day.

Add broker referral emails to marketing segments and CRM

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Overview

Inbound broker referrals often sit in inboxes and never make it into campaign segments, costing timely nurture and attribution. This flow extracts, normalizes, and forwards referral contacts so your marketing ops and campaign managers can act on them same day.

Add broker referral emails to marketing segments and CRM