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  1. Referral Automation
  2. Referral Management
  3. Automate referral intake

Process and manage referral submissions from forms emails or other channels

This automation streamlines the capture and organization of referral submissions from various input channels into a centralized management system. It reduces manual data entry, minimizes errors, and ensures timely follow-up by routing new referrals to the right team members. Overall, it improves response speed, maintains data consistency, and enhances collaboration across the organization.

Filter by common apps:

  • Squarespace Forms
  • Zoho CRM
  • Slack
  • Google Forms
  • HubSpot