Update contact referral source from prospect form submissions

Your form referral answers are often missing from contact records, causing attribution gaps and slower advisor follow-up. Populate source fields so teams act with context same day.

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Overview

When referral answers from intake forms aren't recorded, campaign attribution and advisor outreach suffer. This flow ties every submitted referral source to the correct contact so campaign managers and onboarding coordinators see source context and act within minutes. That reduces follow-up delays and improves reporting ahead of your next campaign review.