Create referral lead from form submission to list
Create referral lead from form submission to list
Your referral form responses aren't routed into the lead pipeline, leaving campaign managers without contact context. Referred contacts are routed to intake so outreach can begin same day.
Overview
Referral submissions often cool off when they don't enter your intake fast enough; that costs momentum and response quality. This flow captures and forwards referred contacts immediately, so campaign managers get actionable leads and can begin outreach the same day.