Add referral form entries to your leads sheet
Add referral form entries to your leads sheet
Referral form submissions arrive untracked, delaying follow-up and site inspections. It logs each referral to a shared leads sheet so your coordinator can begin outreach same day.
Overview
Uncaptured referrals slow down your outreach and loss of momentum costs jobs. This flow records each referral into a shared leads sheet and notifies the coordinator so outreach and inspection scheduling happen same day.