User interface for real-time data synchronization within a database platform

A computer-implemented method for real-time data synchronization within a database platform, the method implemented by a lead referral management (“LRM”) system including a lead referral management (“LRM”) computing device in communication with an enterprise customer relationship management (“eCRM”) platform and one or more data sources, the LRM computing device including at least one processor in communication with at least one memory device, the method comprising:

• causing, by the at least one processor, an input page to be displayed on a user computing device for receiving lead referral information, the input page configured to directly access the eCRM platform;
• receiving, by the at least one processor from the user computing device using the input page, lead referral information associated with a lead referral, the lead referral information including an identifier for identifying the lead referral;
• in response to receiving the lead referral information, (a) creating, by the at least one processor, in real-time a query including the identifier, and (b) initiating, by the at least one processor, in real-time an API call directed to at least the eCRM platform and the one or more data sources, the API call including the query;
• causing, by the at least one processor in real-time and using the API call, (a) the eCRM platform to compare the identifier to existing lead referral information previously stored on the eCRM platform, and (b) the one or more data sources to compare the identifier to existing lead referral information previously stored on the one or more data sources;
• and
• in response to no match being found in the comparison, automatically (a) creating, by the at least one processor, a lead referral data entry including the lead referral information, and (b) storing, by the at least one processor, the lead referral data entry on the one or more data sources and the eCRM platform.

At least one non-transitory computer-readable storage medium having computer-executable instructions embodied thereon, wherein when executed by at least one processor included in a lead referral management (LRM) computing device in communication with an enterprise customer relationship management (eCRM) platform and one or more data sources, the computer-executable instructions cause the at least one processor to:

• cause an input page to be displayed on a user computing device for receiving lead referral information, the input page configured to directly access the eCRM platform;
• receive, from the user computing device using the input page, lead referral information associated with a lead referral, the lead referral information including an identifier for identifying the lead referral;
• in response to receiving the lead referral information, (a) create in real-time a query including the identifier, and (b) initiate in real-time an API call directed to at least the eCRM platform and the one or more data sources, the API call including the query;
• cause, in real-time and using the API call, (a) the eCRM platform to compare the identifier to existing lead referral information previously stored on the eCRM platform, and (b) the one or more data sources to compare the identifier to existing lead referral information previously stored on the one or more data sources;
• and
• in response to no match being found in the comparison, automatically (a) create a lead referral data entry including the lead referral information, and (b) store the lead referral data entry on the one or more data sources and the eCRM platform.