Attach generated referral code to incoming contact records
Attach generated referral code to incoming contact records
Your contact intake via webhook lacks referral identifiers, making it hard to attribute and segment referrals. Adding a code lets project and campaign teams tag and action contacts same day.
Overview
Intake submissions that lack tracking force manual research and delay outreach by project and campaign teams. This flow generates and records a unique referral code on the contact record within minutes, so teams can segment and act on referrals same day.