Add soft-pull referrals to lead list and board
Add soft-pull referrals to lead list and board
Your soft-pull referral submissions arrive by webhook without structured routing, leaving affiliate owners unaware and prospects unassigned. Get contacts added and owners alerted same day.
Overview
When affiliate soft-pull referrals arrive inconsistently, follow-up windows shrink and potential deals slip. This flow captures each referral into your lead list, creates an ops board item, and alerts owners so outreach happens within minutes.