Add referral leads into your contact database for scheduling

Unrecorded referral leads stop your concierge team from starting outreach or scheduling consults. Captures referral details into contacts so coordinators begin outreach same day.

Workflow preview:

Zap details:

Overview

If referral leads aren't recorded immediately, your concierge team misses the first-touch window and scheduling stalls. This flow creates or updates contacts from inbound referral webhooks, tags them for priority handling, and pushes them into the outreach pipeline so coordinators can start outreach within minutes and schedule consults same day.