Our HubSpot Specialists separated the process into two parts!
Process 1: Captures the person’s information and organizes it in HubSpot
Process 2: The 2nd process passes the information to the sales team
Looks tricky, let’s jump in!
A unique form was created for each Referral Partner. When filled in, a Workflow is triggered and creates a deal associated with the Referral Partner.
Then a contact is created with the referrals data, associating it with the Custom Property ‘Referred By’ for tracking.
Every deal created has a list of properties that must be manually filled.
Once all properties are filled-in, an email with referral details will be automatically sent to the appropriate company to get in touch!