Record referral conversions from qualifying sales CRM leads
Record referral conversions from qualifying sales CRM leads
Your CRM lead status updates often lack referral attribution, leaving program managers without conversion signals. Record referral conversions automatically so managers see results the same day.
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Overview
When lead stages change in your CRM, referral credits often go unrecorded, delaying rewards and skewing program ROI. This flow captures those conversion events automatically and logs them into your referral program so managers see results the same day.