Engineering: keep crm contacts enriched with referral details
Engineering: keep crm contacts enriched with referral details
Engineering teams miss referral webhooks, causing crm contacts to lack referral IDs and coupon codes. It upserts referral IDs and coupon codes so sales reps see full lead context.
Overview
Incomplete referral data forces sales reps to chase missing context and puts referral attribution at risk. This workflow writes referral IDs and coupon codes into CRM contacts so reps have full lead context, reducing missed referral follow-ups.
Notable Features
- Upsert contacts with referral IDs
- Pull coupon codes from incoming referrals
- Notify sales reps on enriched contacts