Add new referral participants to customer data loader
Add new referral participants to customer data loader
Referral signups stuck in the referral tool delay your marketing ops' segmented follow-up. Sync them to the data loader so outreach is ready within minutes.
Overview
Referral signups that sit only in the referral platform leave campaign managers unable to act and let leads cool off. This flow pushes new referral contacts into your customer data loader so marketing ops can begin segmented outreach within minutes.