Send referral email from submission to referred contact
Send referral email from submission to referred contact
Your referral form often doesn't send an email, leaving advocates and referred contacts without confirmation. Get referral emails sent with advocate context so prospects receive a personalized invite same day.
Overview
Referral submissions often stall when referral emails aren’t sent, costing outreach momentum and disappointing advocates. This workflow delivers a personalized referral message with clinic context so prospects are contacted within minutes and advocates see same-day confirmation.