Log insurance referral form responses to shared sheet
Log insurance referral form responses to shared sheet
Your insurance referrals arrive via form untracked, delaying outreach and causing ownership gaps. They are recorded in a shared referrals sheet so coordinators can start outreach same day.
Overview
When referral forms aren't tracked, outreach windows close and campaign attribution gets noisy. This workflow logs every referral submission to a central sheet and emails your referrals team so coordinators can start outreach and preserve attribution same day.