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Create CRM contact and referral deal from form submissions

Create CRM contact and referral deal from form submissions

You get veteran referral form submissions and manual entry delays contact creation and intake handoffs. Capture each referral into CRM and a tracking sheet so coordinators can triage cases same day.

Create CRM contact and referral deal from form submissions

Overview

Referrals stuck in forms create intake delays and missed follow-ups; intake coordinators need records ready to act. This flow captures each submission as a spreadsheet row, creates or updates a contact, and opens a deal so teams can triage referrals same day.

Create CRM contact and referral deal from form submissions