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Add referred customers from webhooks to partner intake list

Add referred customers from webhooks to partner intake list

Your referred customer webhooks often arrive without payment context, causing manual lookups and missed partner handoffs. The workflow centralizes contact info so partners are engaged same day.

Add referred customers from webhooks to partner intake list

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Overview

Referral hits without customer context force partnership teams into manual lookups and slow handoffs. This flow locates the payment customer and forwards contact details into your partner intake so handoffs occur same day, letting partnership managers engage immediately.

Add referred customers from webhooks to partner intake list