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Create CRM contacts from referral submissions for bookings

Create CRM contacts from referral submissions for bookings

Your referral submissions arrive with messy phone numbers and no CRM record, so front-desk staff can't confirm appointments or reward referrals. Get contacts validated and booked same day.

Create CRM contacts from referral submissions for bookings

Overview

Referrals drive regular bookings but manual entry slows confirmations and reward tracking. This flow turns every referral submission into a validated CRM contact and tags it by source so front-desk can confirm and book same-day.

Create CRM contacts from referral submissions for bookings