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Create or update sold referral records from email

Create or update sold referral records from email

Your sold referral emails arrive unstructured, leaving prospect status and payout readiness unclear. This captures and matches deals so referral managers can update records and act same day.

Create or update sold referral records from email

Overview

If sold referrals land as unstructured emails, referral managers spend hours reconciling status and payouts. This flow captures and matches each sold deal into your referrals dataset and notifies approvers, enabling same-day reconciliation and outreach.

Create or update sold referral records from email