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Create a marketing contact from partner referral opportunity

Create a marketing contact from partner referral opportunity

Your partner referral opportunities not reaching marketing delay welcome outreach and hide partner ROI. Add them to engagement and trigger welcome campaigns same day.

Create a marketing contact from partner referral opportunity

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Overview

Partner referrals are only valuable if marketing can reach them quickly; when they don't flow into engagement audiences, welcome offers and partner ROI stay hidden. This workflow moves partner-originated opportunity contacts into your engagement audience and fires a referral event so welcome campaigns reach referrals same day.

Create a marketing contact from partner referral opportunity