Add eligible referrers to referral rewards list in CRM
Add eligible referrers to referral rewards list in CRM
Referrer emails are missed when policy status updates, forcing marketing to chase records and delaying reward outreach. Capture eligible referrers so managers can start outreach within minutes.
Workflow preview:
Zap details:
Overview
When a policy becomes active, missing referrer details often stall reward campaigns and force manual follow-up. This flow captures and submits referrer contacts automatically, turning delayed manual work into ready-to-action records for campaign managers within minutes.