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Create referral leads and send confirmations to team

Create referral leads and send confirmations to team

Your delivery referral form submissions arrive untriaged, leaving clients unconfirmed and coordinators without intake records. They receive CRM leads and confirmation emails for same-day triage.

Create referral leads and send confirmations to team

Overview

Untriaged referral forms slow down outreach and create backlogs for coordinators and benefits staff. This flow turns each submission into a CRM lead and confirmation email within minutes, so your intake team can begin outreach and benefits routing the same day.

Create referral leads and send confirmations to team