1.Monitors new referral emails
Integrate Microsoft Outlook and email workflow tools to watch the configured referrals folder and capture message details for processing
Create referral leads from incoming emails for managers
Automatically detect new email in a configured referrals folder across Microsoft Outlook. Create and update lead records when referrals arrive, so you can capture details, normalize contact info, and submit forms without manual follow-up.
How this automation accelerates your referral follow-up
When referral emails arrive but details still need manual extraction, follow-up slows and duplicates can slip in. This automation parses contact and case info, then posts a populated intake submission so your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Removes HTML and extracts text
Integrate Formatter by Zapier and text processing tools to transform the message body into plain text for cleaner parsing
Formatter by Zapieror swap with your favorite app
3.Parses and normalizes fields
Integrate Code by Zapier and data validation tools to run a JavaScript parser and normalize phone and dates
Code by Zapieror swap with your favorite app
4.Submits lead intake form
Integrate Webhooks by Zapier and intake form endpoints to post parsed fields as form-encoded data to your intake endpoint
Webhooks by Zapieror swap with your favorite app
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Explore all referral program management automations
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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