Update CRM contact record with referral source ID

You get referral records that aren't linked to contacts, leaving attribution missing and reps with no context. Linking advocate IDs to contacts gives campaign managers and reps referral context so they can act same day.

Update CRM contact record with referral source ID

Overview

Unlinked referral records hide who truly drove a lead and slow down campaign optimization. This flow attaches advocate identifiers to contact records so campaign managers and reps get accurate attribution and can follow up the same day.

Update CRM contact record with referral source ID