Skip to content
Log inSign up
Templates
Create CRM deal and contact from referral form

Create CRM deal and contact from referral form

Referral forms arrive without a tracked deal or contact, leaving owners without context and delaying outreach. Create the deal, link contact and company, and alert owners so outreach starts same day.

Create CRM deal and contact from referral form

Overview

Internal referrals often arrive untracked and stall outreach; that costs momentum and creates confusion for deal owners. This flow captures each referral as a CRM deal, creates or updates the contact and company, and notifies the assigned owner so outreach can start the same day.

Create CRM deal and contact from referral form