Keep sales reps' qualifying leads flowing to partners

Sales reps lose referral leads when qualifying forms aren't forwarded, stalling pipeline. Route qualifying submissions to partner intake and CRM, ensuring partners and reps get full applicant details.

Overview

Referral opportunities cool off when qualifying submissions never reach partners or reps. This workflow guarantees every qualifying form is routed to partner intake and your CRM, giving reps and partners complete applicant details so outreach happens quickly and follow-ups aren't missed.

Notable Features

Forward qualifying leads to partners
Attach full applicant details to submission
Log every lead in your CRM