Create referrer contact when lead referrer email updates
Create referrer contact when lead referrer email updates
Your lead records add referrer emails without creating contact records, leaving referral sources untracked. This creates and links a referrer contact so your team can follow up same day.
Overview
Referrer emails captured on leads often never become actionable contacts, so referral opportunities slip through the cracks. This flow automatically creates and links a referrer contact to the originating lead, giving program coordinators and support ops a ready contact to act on, so follow-ups happen same day.