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Create referral leads from patient intake form submissions

Create referral leads from patient intake form submissions

Your referral form submissions arrive without structured intake records, causing triage delays and missed follow-ups. The workflow creates CRM leads so coordinators can start outreach same day.

Create referral leads from patient intake form submissions

Overview

Web referrals often require manual entry, delaying outreach and risking lost patients. This flow captures form submissions as CRM leads and routes them to intake so coordinators begin outreach the same day.

Create referral leads from patient intake form submissions