We set up an automated referral system that made lead sharing between partners
fast and simple. Using HubSpot and Zapier, we created a way to flag referral leads and
automatically send them over to the partner's portal without anyone having to lift a
finger. As soon as the lead lands in the partner's system, follow-up workflows kick in,
instantly notifying the team so they can jump on it right away. This cuts out all the
back-and-forth and keeps both sides focused on closing deals, not managing data.