Notify teams of new internal referral in channel

You get CRM referral records without owner context, delaying outreach and follow-up. It notifies owners and starts follow-up within minutes so account teams can assign and contact leads promptly.

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Overview

Stop letting internal referrals sit untriaged and delay outreach; deliver referral context directly into team channels so account owners see contact, account, and a record link immediately. That transforms handoffs so follow-up can start within minutes and opportunities aren't missed.