**Instructions for Fivetran Sales Teams

Use this Lead Pass form to share contacts that may be strong opportunities for our organization. Submitting through this form ensures leads are captured consistently and routed quickly to the right team for follow-up.

When to Use This Form

Submit a lead when you:

  • Identify a company that may benefit from dbt’s offering
  • Speak with a contact who expresses interest or fits the ideal customer profile
  • Have a relationship that could open the door for an introduction

What Happens After Submission

How to Make Your Submission Most Useful

  • Provide helpful context about why you’re submitting the lead
  • Include any relevant details from your conversation or relationship
  • Ensure information is accurate so the receiving team can follow up efficiently

Once submitted, the lead will enter dbt’s system and move through their standard qualification and assignment process. They will handle all outreach and next steps — your role is simply to pass the opportunity along, they may reach out to you for more information or additional context.

Your referrals help strengthen our joint partnership and accelerate opportunities for both teams. Thank you for supporting this process!

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