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Tell a Friend?

edited Nov 22, 2019 6:16PM in CRM

Looking for solution:
Step 1: customer fills out online form1 to download whitepaper;
Step 2: record updated, email notification sent to me, customer redirected to online form2 with link to whitepaper plus option to tell friends via email;
Step 3: email notification sent to me with friends emails and original email, notification email sent to friends with original email details, friend emails checked for records in DB and lead source updated.

Thoughts?
Can do this in PHP outside of NetSuite, but then have to manually update records.

Cameron

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