Marketing ops capture MQL referrals and set source flags
Marketing ops capture MQL referrals and set source flags
Marketing ops miss MQL referrals buried in lead queues, causing missed touches and unclear attribution. Send referral-qualified contacts to your CRM with the source flag set so sales can follow up.
Overview
Qualified referral MQLs often get lost in queues, harming pipeline visibility and campaign attribution. This workflow delivers referral-marked contacts into your CRM with the source flag and owner assigned, restoring clear attribution so sales can follow up and response times drop dramatically.
Notable Features
- Route MQLs to assigned owners
- Set referral source flag
- Create CRM contact if missing