Update contact referral points and tags in CRM
Update contact referral points and tags in CRM
Your referral campaign leads often arrive without referral source or points, so you can't identify top referrers quickly. Keep contacts enriched and tag high-value referrers before outreach.
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Overview
When referral points and referrer fields are missing, you can't rapidly prioritize outreach to your best promoters. This flow enriches contact records hourly with referral source, points, and status so campaign managers can segment and contact high-value referrers ahead of the next campaign.