Business owners: Capture referral leads from closed deals
Business owners: Capture referral leads from closed deals
Business owners miss referral details buried in closed-transaction forms, letting referral leads go cold and breaking attribution. Route them into referral intake so marketing engages referrers and preserves attribution.
Overview
Buried referral info on closed deals lets referral opportunities go cold and makes attribution unreliable. This workflow captures referral details from every closed-transaction form and pushes them into your intake and CRM so marketing can engage referrers quickly and preserve attribution. Business owners see faster follow-ups and fewer missed referrals.
Notable Features
- Send referral details to intake
- Create referral records in CRM
- Notify marketing to start nurture