Create referral database records from incoming webhook data
Create referral database records from incoming webhook data
Your referral sheets and webhook feeds scatter contact details, causing missed outreach and delayed introductions. The referrals table stays current so coordinators can act on leads same day.
Overview
Scattered referral contacts slow down outreach and cost opportunities. This flow ingests webhook or sheet data, standardizes phone numbers, and populates a reviewed referrals table so coordinators can act on leads the same day. It turns messy rows into a reliable source of truth for client introductions.