Create partner intake rows from referral form submissions
Create partner intake rows from referral form submissions
Your referral form submissions often miss store or contact details, delaying partner validation. Entries are added to your onboarding sheet so coordinators can start validation the same day.
Overview
Referral intake often arrives messy, leaving partnership coordinators to clean data before onboarding. This flow captures each submission, parses multi-store entries into separate rows, and delivers complete onboarding records so coordinators can validate and begin provisioning the same day.