Update contact last approved referral date in CRM
Update contact last approved referral date in CRM
Approved referrals not pushed to contacts leave nurture and rewards untargeted. This updates contacts with the last-approved date so campaigns and reward processes run the same day.
Workflow preview:
Zap details:
Overview
When approved referrals never reach contact records, campaign managers and ops can't target advocates or issue rewards quickly. This workflow writes the last-approved referral date to contact records so segmentation and reward processing run the same day.