Add partner referrals to tracking sheet and notify team

Your partner referral form submissions go unrecorded, leaving sales reps without context for outreach. Capture and notify sales ops and account executives so leads are actioned same day.

Overview

When partner referrals arrive via your website, they must be recorded and routed immediately so reps can act while interest is fresh. This flow captures each submission into a central sheet and emails sales ops, enabling same-day outreach and faster qualification.