Create CRM records from external referral form submissions
Create CRM records from external referral form submissions
You receive external referral form submissions that need structured family and child contact records for intake triage. It creates CRM leads so coordinators can triage cases faster, same day.
Overview
Referral forms often arrive as free text, which causes time-consuming manual entry and triage delays. This flow turns each external referral into structured CRM leads for primary contacts and family members, eliminating tedious data cleanup and enabling same-day intake action.