When to use the lead pass form

Submit when you've identified a viable opportunity for the other team, such as:

• The person has expressed interest in the other product
• The other product came up in a conversation or email as a potential solution
• You can make a warm intro to a stakeholder who's a strong ICP fit
• There's a clear business need, active initiative, or buying signal suggesting the lead could convert
• You have enough context to help them follow up — use case, pain point, stakeholder, timing, or relationship

When NOT to use the lead pass form

Don't submit when the lead is unlikely to be actionable, such as:

• No expressed interest — cold prospect only
• You haven't spoken or corresponded with them
• You're submitting based solely on account overlap, logo recognition, or "they might be a fit"
• No known business need, use case, stakeholder, or buying signal
• You can't provide context to help the receiving team prioritize or personalize outreach
• The submission would create a net-new prospecting task rather than a warm, qualified referral

What Happens After Submission

Once submitted, the lead will enter Fivetran's system and move through their standard qualification and assignment process. The receiving rep will own outreach, qualification, and next steps — your role is to pass the opportunity along, not to drive the sales process.

That said, the receiving rep may reach back out to confirm details, ask for additional context, or request a warm introduction. Stay available to collaborate where it helps move the opportunity forward.

Thank you

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