Add referral tag to matching contacts from webhooks
Add referral tag to matching contacts from webhooks
Your org updates sometimes leave contact referral status blank, causing missed referral follow-ups. Tags contacts as referrals so sales and program coordinators can prioritize outreach same day.
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Overview
Unmarked referral status leaves outreach to chance and forces manual triage for a small team. This flow tags matched contacts as referrals in your CRM so sales and program coordinators see and act on referred prospects the same day. That means fewer missed follow-ups and faster, prioritized outreach.