Instant Capture
Eliminate manual data entry by auto-extracting referral details the moment they arrive.
- Referral Automation
- AI Referral Process
AI Referral Process
Automate the intake, parsing, and routing of referral emails and submission forms with Zapier’s AI-powered workflows. Instantly create or update CRM lead records and sync data to any database or endpoint without manual entry. Ensure every referral is captured, organized, and ready for timely follow-up, boosting conversion rates and team efficiency.
Seamless Sync
Automatically push clean referral data to your CRM, databases, or apps to keep systems aligned.
Faster Follow-up
Trigger immediate notifications or tasks so sales teams can act on new referrals without delay.
Featured use cases
Automatically extract referral details from emails and update CRM records with AI workflows to save time and improve lead management.
+ moreAutomatically capture form referrals, standardize data formats, and send to designated endpoints without manual intervention.
+ moreLeverage AI to extract applicant data from referral emails and auto-create records for faster, error-free processing.
+ more