Add referral form submissions to central tracking sheet
Add referral form submissions to central tracking sheet
Your referral form submissions are scattered, leaving referred contacts untracked and outreach delayed. It centralizes entries so outreach coordinators can follow up same day.
Overview
Referrals only work when they’re captured reliably. This flow centralizes every referral submission into a single tracking sheet so campaign managers and outreach coordinators can see new entries and act the same day.