Update lead records from incoming client referral submissions

Your referral submissions miss contact and source details, leaving advisors unable to prioritize outreach. Your team can respond same day because lead records are updated with extracted email and phone.

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Overview

Referrals often arrive with incomplete contact details, slowing advisor outreach and costing momentum. This workflow enriches incoming referral data and updates lead records automatically so advisors and intake coordinators have contact info and referral context within minutes, enabling same-day follow-up.