Enable IT to create CRM referral cases quickly

Intake coordinators miss referrals when form data doesn't reach CRM, causing triage and scheduling gaps. IT creates CRM cases from referral forms so intake can begin triage without manual entry.

Overview

Referrals get delayed when form submissions never become CRM cases, stalling triage and scheduling. Let IT connect forms to CRM case creation and task assignment to eliminate manual handoffs, ensure intake begins triage immediately, and drive noticeably faster response times.

Notable Features

Create CRM case from referral form
Populate case fields with form data
Notify intake coordinators for triage