Create broker referral records from new deals to tracker

Your new deal records often miss broker referral info, causing manual work and payout delays. Add structured referral rows so your sales ops team can start onboarding and commissions same day.

Overview

When deal rows lack structured broker information, onboarding and commission tasks get delayed and require manual reconciliation. This flow automatically captures and enriches broker referrals from each new deal so sales ops can begin onboarding and payout tasks the same day.