Keep referral records current for operations business owners

Operations business owners miss referrals when exported invoices and contact emails aren't imported, leaving follow-ups untracked. Automated imports feed the referral database for prompt follow-up.

Overview

Missed invoice imports leave operations leaders chasing referrals and untracked transactions. This workflow ensures exported invoices and contact emails populate your referral database so sales and operations always have transaction records for prompt follow-up and zero missed referrals.

Notable Features

Import exported invoices automatically
Extract customer emails from exports
Create referral records in database