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Create new sales lead and deal from web referral

Create new sales lead and deal from web referral

Your referral web submissions arrive without company or contact structure, leaving sales reps missing context and consent for outreach. Leads and deals are created and assigned so reps can act same day.

Create new sales lead and deal from web referral

Overview

Referral leads often land in inboxes without the company or contact details reps need, delaying outreach. This flow creates the organization, person, and a sales deal automatically and notifies the team so reps can engage prospects same day.

Create new sales lead and deal from web referral