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Create referral order rows from incoming referral emails

Create referral order rows from incoming referral emails

Your referral form attachments land in email threads, delaying campaign tracking and reporting. It centralizes each referral into a mastersheet so marketing ops can review and act same day.

Create referral order rows from incoming referral emails

Overview

Referral form files buried in inbox threads create gaps in campaign tracking and slow outreach. This flow centralizes and parses each referral into a single mastersheet, giving marketing ops and campaign managers actionable rows to review and act on the same day.

Create referral order rows from incoming referral emails