Update parent contact and deal referral counters for CRM
Update parent contact and deal referral counters for CRM
You receive referral events with no parent link, leaving deals and contacts without referral context. This updates parent links and child counts so reps see accurate referral context within minutes.
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Overview
When referral events arrive without parent links, reps lose context and follow-up stalls. This flow automatically applies parent references, refreshes child counts, and pushes UTM-like referral fields so sales ops and reps have accurate context within minutes.