Create review customer records from referrals for ops

Your referral submissions lack review-ready contacts, so program coordinators can't queue outreach or segment campaigns. Create verified customer records automatically so outreach goes out same day.

Overview

Referral payloads frequently arrive without structured contact records, which delays review outreach and fragments campaign lists. This workflow captures qualifying referrals, enriches them by territory, and creates review-ready customer entries so program coordinators can send review requests same day.