Send referral check-ins from calendar events to agents
Send referral check-ins from calendar events to agents
Your referral calendar events lack structured status, so coordinators miss contract and address details. Receive automated check-in emails and status updates so your team can act same day.
Overview
Stale referral events force manual outreach and slow deal progress. This flow extracts referral details from calendar start events, schedules a 14-day follow-up, and sends a check-in email so coordinators get status updates same day.