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Create referral records from advisor referral form submissions

Create referral records from advisor referral form submissions

Your referral form responses go untriaged and outreach is delayed, letting entrepreneurs miss intake windows. The workflow adds referral records and links profiles so staff can follow up same day.

Create referral records from advisor referral form submissions

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Overview

Advisor referrals often arrive as unprocessed form responses, which delays intake and outreach. This workflow turns each submission into a complete referral record and links it to existing profiles so your partnership coordinators can act same day and reduce missed opportunities.

Create referral records from advisor referral form submissions