Create referrals from manager forms for triage team
Create referrals from manager forms for triage team
Your manager referral forms arrive as unstructured submissions, forcing manual entry and inconsistent contact details. Referrals are recorded consistently so coordinators can start outreach same day.
Workflow preview:
Zap details:
Overview
Intake from manager referrals often arrives as inconsistent submissions and stalls triage; this flow standardizes that intake into your referral database. Program coordinators get clean records and an inbox notification so outreach can begin the same day.