Skip to content
Log inSign up
Templates
Create prospect records from referral submissions and notify

Create prospect records from referral submissions and notify

Referral submissions arrive untracked, causing manual entry and delayed follow-up. It creates prospect records, notifies prospect and referrer, and logs leads so staff act same day.

Create prospect records from referral submissions and notify

Overview

Referral submissions often arrive untracked and slow admissions follow-up and incentive tracking. This flow captures those referrals into your prospect table, notifies both applicant and referrer, and writes a log so your team can act same day.

Create prospect records from referral submissions and notify