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Create and update incoming referral leads for triage

Create and update incoming referral leads for triage

Your referral leads arrive without CRM context, delaying assignments and outreach. It adds or updates lead records and notifies intake owners so outreach starts the same day.

Create and update incoming referral leads for triage

Overview

Inbound referrals often land without CRM context, causing outreach delays and lost momentum. This flow matches or creates lead records and notifies intake owners so sales and account managers can act the same day and keep campaigns moving.

Create and update incoming referral leads for triage