Create customer records from new referral spreadsheet rows
Create customer records from new referral spreadsheet rows
Your referral form rows sit in a spreadsheet and aren't recorded in your CRM, leaving CSMs without prospect context and delaying outreach. Record referral rows into CRM so CSMs can follow up same day.
Overview
When referral submissions sit in spreadsheets, your CSMs lack context and outreach windows slip. This workflow turns those rows into clean CRM records and normalizes contact details so CSMs can contact referrals same day and speed onboarding.