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Update existing lead records from referral form responses

Update existing lead records from referral form responses

Your referral form responses often arrive without matching lead context, leaving project intake unclear and handoffs delayed. Project coordinators can triage same day.

Update existing lead records from referral form responses

Overview

Referral updates often arrive without linked lead context and stall intake; this flow writes submission fields back to the lead record so project managers and sales coordinators get current prospect details. That reduces manual lookup and lets teams triage and assign work the same day.

Update existing lead records from referral form responses