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Add referral QR to contact records in CRM

Add referral QR to contact records in CRM

You update a referral URL in a sheet but contacts have no QR asset, delaying member outreach. Attach generated QR links to contacts for immediate outreach same day.

Add referral QR to contact records in CRM

Overview

When referral URLs live only in a spreadsheet, member outreach stalls and coordinators waste time chasing assets. This flow auto-generates QR links and writes them into the CRM contact record so your team can launch outreach the same day.

Add referral QR to contact records in CRM