Add referred clients to contact list and notify team
Add referred clients to contact list and notify team
Your referral form responses lack structured contact records, causing delayed qualification and missed outreach. It creates the contact and alerts your team so outreach can begin within minutes.
Overview
Referral submissions often sit unprocessed in form inboxes and slow down follow-up; this flow turns each referral into a CRM contact and posts a clear notification so campaign managers and outreach reps can act. That means faster qualification and outreach within minutes instead of hours.