1.Monitors event start in two hours
Integrate Google Calendar and scheduling tools to trigger on consult events starting in two hours.
Send one-hour appointment reminder SMS to patients before start
Automatically monitor event starts two hours before across Google Calendar and send SMS reminders through Twilio. Create and update outreach records in Pipedrive so you can reduce missed appointments, confirm follow-up, and brief staff without manual reporting.
How this automation reduces missed appointments
When appointment events start in two hours, last-minute outreach can lead to missed consults and staff confusion. This automation triggers SMS reminders from Google Calendar, formats and matches patient phone details, and creates outreach activities in Pipedriveβso your team can confirm appointment context.
Google Calendaror swap with your favorite app
2.Extracts phone from event details
Integrate Formatter by Zapier and text extraction tools to extract a phone number from event title or notes.
Formatter by Zapieror swap with your favorite app
3.Formats phone for delivery
Integrate Formatter by Zapier and data cleaning tools to normalize the extracted number to a dialable format.
4.Finds person by phone number
Integrate Pipedrive and CRM search tools to look up a contact using the formatted phone value.
Pipedriveor swap with your favorite app
5.Sends SMS appointment reminder
Integrate Twilio and message templates to send the configured reminder using the formatted start time and location.
Twilioor swap with your favorite app
6.Creates outreach activity
Integrate Pipedrive and CRM activity logging to create a completed outreach activity with owner assignment.
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Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
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