Add inbound partner referrals to central tracking sheet

Partner referrals come in via webhook but still require manual spreadsheet entry, delaying sales. Captured referrals are standardized for faster outreach same day.

Add inbound partner referrals to central tracking sheet

Overview

Partner referrals often land as fragmented payloads and require manual copying, which slows follow-up and fragments reporting. This flow captures each referral into a single, standardized tracking sheet so your sales operations and program coordinators can start outreach the same day and keep reports accurate.

Add inbound partner referrals to central tracking sheet