Add referral program notes to contact records quickly

Your referral sheet rows lack contact context, leaving outreach without the latest notes and qualification. Campaign managers get up-to-date contact context and can act on referrals same day.

Overview

Referral notes trapped in spreadsheets leave campaign managers and reps without context, delaying follow-up and segmentation. This flow pushes sheet notes into contact records automatically so your team sees referral context and can respond the same day.