- Referral Automation
- AI Referral Tracking
- 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
- Stay Updated: Automatically Change Appointment Status in Google Sheets from Slack Mentions