Skip to content
Log inSign up
Templates
Create partner referral record from new referral submission

Create partner referral record from new referral submission

Your referral records often sit unsubmitted, leaving partners without prospect context and delaying outreach. Get referrals submitted to partner intake so follow-up happens same day.

Create partner referral record from new referral submission

Overview

When referrals land in your database they should reach partners immediately; this flow submits new referrals to partner intake and records the partner reference back on the source row. That removes manual copying and gets partners the context they need to follow up same day.

Create partner referral record from new referral submission