Skip to content
Create referrer contact and link to lead record

Create referrer contact and link to lead record

Your referral leads arrive without a linked referrer contact, leaving coordinators without outreach context for partners or contractors. Create a contact from the referrer and attach it to the lead so program coordinators have details same day.

Create referrer contact and link to lead record

Workflow preview:

Zap details:

Create referrer contact and link to lead record