Skip to content

Add coach referrals to master sheet with enrichment

Your coach referral form submissions sit untracked, leaving program coordinators without company context for outreach. You get enriched referral rows and contact links for same-day outreach.

Add coach referrals to master sheet with enrichment

Workflow preview:

Zap details:

Overview

When coach referrals arrive without company context, program coordinators struggle to prioritize outreach and attribution breaks. This flow captures every qualifying referral into a single roster and enriches rows with company details so your ops and coordinators can enable same-day outreach and preserve campaign data.

Add coach referrals to master sheet with enrichment