Clinicminds + SharpSpring

Create or update SharpSpring leads when new patients subscribe to newsletters in Clinicminds

Ensure your healthcare marketing efforts are seamless with this Clinicminds to SharpSpring workflow. Whenever a patient subscribes to your newsletter in Clinicminds, a lead is instantly created or updated in SharpSpring. This allows you to manage your leads effectively, keeping your data updated across platforms to improve your patient outreach strategies.

When this happens...
Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
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Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
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Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
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No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
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Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
Trigger
Instant
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Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
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- Patient NumberRequired
- FieldRequired
- PositionRequired
- Note
Action
Write
- Patient NumberRequired
- Filter
Action
Search
- Patient Number
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
Trigger
Instant
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Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
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- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write