Add cleaned inbound referrals to CRM for sales follow-up

Your inbound referral submissions are messy and missing context, leaving marketing ops with incomplete leads and slower outreach. Leads arrive enriched and ready so reps can outreach same day.

Overview

Messy referral submissions slow your funnel and make reps spend time cleaning data instead of selling. This flow standardizes incoming referrals, enriches notes, and creates CRM leads so reps can begin outreach the same day and keep campaigns on schedule.