For IT: Keep referral leads ready for sales

IT managers miss referral program leads when parsing or routing breaks, causing lost first touches for advisors. This flow creates CRM records and schedules a business-hours SMS so sales reps follow up.

Overview

Referral leads drop out when parsing or routing fails, costing advisors their first touch. This workflow guarantees every referral lead becomes a CRM contact, household and deal record and triggers a business-hours SMS so sales reps get a reliable first touch. IT reduces routing errors while sales gain faster, consistent follow-up and no manual data entry.

Notable Features

Create CRM contact and household
Send initial SMS during business hours
Enroll contacts in drip campaign