Notify referrers when their referral applies and flag record
Notify referrers when their referral applies and flag record
Your referral applications often reach you without notifying referrers, causing delayed outreach. Notifying referrers and updating the referral record preserves engagement and completes follow-up same day.
Workflow preview:
Zap details:
Overview
Stop leaving referrers unaware when their candidates apply — this flow emails advocates within minutes and flags the referral record for tracking. Program coordinators can follow up same day, keeping engagement high and reporting simple.