Add referral tag when a show completes for contact
Add referral tag when a show completes for contact
Your completed show records can keep an active booking flag in your CRM, stalling follow-up and referral outreach. You'll get contacts retagged for referrals and the booking flag cleared same day.
Workflow preview:
Zap details:
Overview
When a booked wildlife experience is marked complete, contacts can remain in a booking state and referral chances slip away. This flow clears booking flags and applies a referral marker so your small team can start outreach and reporting the same day.