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  1. Referral Automation
  2. AI Referral Tracking
  3. Auto-sync contacts & statuses

Using AI: update and manage contact information for new leads and referrals in a tracking system

Automate the capture and organization of new lead and referral contact details to ensure your tracking system is always current without manual entry. Simultaneously, trigger real-time status updates for appointments in your spreadsheet based on Slack mentions to maintain up-to-date visibility. Together, these automations reduce data drift, eliminate repetitive tasks, and streamline communication between teams.

Filter by common apps:

  • Slack
  • AI by Zapier
  • Google Sheets