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Create referral records from new partner form entries

Create referral records from new partner form entries

Your partner referral form submissions arrive unstructured, causing manual entry and delayed triage. Coordinators can triage referrals same day when each submission is recorded in CRM.

Create referral records from new partner form entries

Overview

Partner referrals arriving as raw form submissions create manual work and slow service to families. This flow captures each submission into CRM and emails an intake summary so program coordinators can triage and schedule support the same day.

Create referral records from new partner form entries