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  1. Referral Automation
  2. AI Referral Process
  3. Automated referral routing

Using AI: process and transfer referral information to designated databases or endpoints

This automation streamlines the capture of referral submissions from online forms, automatically normalizes key fields like phone numbers, and delivers the cleaned data to any designated endpoint via webhooks. It eliminates manual data transfer and formatting tasks, ensuring information is accurate and consistently structured. As a result, teams save time, reduce errors, and can respond to new referrals more quickly.

Filter by common apps:

  • Feathery
  • Formatter by Zapier
  • Webhooks by Zapier