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Create client referral records from form spreadsheet entries

Create client referral records from form spreadsheet entries

Your referral spreadsheet rows arrive inconsistent, delaying intake and triage. This creates CRM referrals with parsed documents and standardized fields so coordinators can triage same day.

Create client referral records from form spreadsheet entries

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Overview

Manual intake from form rows creates delays and inconsistent records that slow triage. This flow turns each spreadsheet submission into a clean CRM referral with parsed documents, so coordinators get the context they need and can triage cases the same day.

Create client referral records from form spreadsheet entries