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.
Workflow preview:
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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.