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Create referral records from dealer referral form entries

Create referral records from dealer referral form entries

Dealer referral submissions sit untracked in your form inbox, delaying follow-up and onboarding. It captures and enriches referrals so coordinators get account context for outreach same day.

Create referral records from dealer referral form entries

Overview

When dealer referral forms sit unprocessed, partner outreach and onboarding slow down. This flow captures each submission into your tracking sheet and enriches it with company context so referral program coordinators can act with full information same day.

Create referral records from dealer referral form entries