Send new referral to partner and update CRM record
Send new referral to partner and update CRM record
Your incoming referral records aren't delivered to partners or tracked, causing intake delays and missed follow-ups. Push the referral to your partner and update the CRM so intake can start same day.
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Overview
Referrals stall intake when they aren't delivered or tracked; this flow sends each newly flagged referral to your partner endpoint and records the delivery result back in the CRM. That gives your intake coordinator a clear same-day action item and reduces follow-up lag.