CTOs: stop losing referred leads from referral forms

Marketing coordinators at wellness brands miss referred friend emails from forms, causing lost nurture and unclear referral attribution. So every referral is routed into nurture.

Overview

Wellness marketers lose high-intent referrals when friend emails sit unprocessed, leaving nurture and attribution gaps. This workflow captures and tags each referred contact in your CRM and triggers nurture flows, ensuring referrals are tracked and pursued. CTOs get cleaner contact data and less custom integration work while marketing regains control of referral performance.

Notable Features

Capture referred friend email addresses
Create CRM contact and tag source
Notify marketing of new referrals