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  1. Referral Automation
  2. AI Referral Process
  3. AI Referral Lead Automation

Using AI: process referral emails and manage lead records in a crm system

This automation category streamlines referral email capture by automatically extracting lead details using AI and creating or updating CRM records without manual intervention. It reduces data entry errors, ensures every referral is logged instantly, and notifies your team for prompt follow-up. By automating these tasks, it boosts operational efficiency, improves response times, and maintains data consistency across systems.

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