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Create referral child contact and enroll parent workflows

Create referral child contact and enroll parent workflows

Your referral form replies often leave child and parent contacts untracked, delaying nurture and reward workflows. It creates or updates contacts and enrolls both in nurture workflows same day.

Create referral child contact and enroll parent workflows

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Overview

Stop manual referral handoffs and make every referral form submission actionable — program coordinators get clean child and parent records without spreadsheets. Engineers and ops see fewer enrollment errors while referrals are recorded and workflows triggered within minutes for same-day follow-up.

Create referral child contact and enroll parent workflows