Skip to content
Send referral payment approvals to finance before payout

Send referral payment approvals to finance before payout

Your completed deals with referral data sit in CRM, causing payout delays and missed rewards. Finance gets approved referral payments ready to fund so rewards go out before the next billing run.

Send referral payment approvals to finance before payout

Workflow preview:

Zap details:

Send referral payment approvals to finance before payout