Add appointment lead updates to central contact list

Your appointment updates arrive without a linked contact and concierge can't confirm consults or follow up. Add and update lead records so schedulers get context same day.

Add appointment lead updates to central contact list

Overview

If appointment updates don't flow into your CRM, your concierge team wastes time chasing missing details and patients slip through scheduling gaps. This workflow captures webhook updates and creates or updates contact records so schedulers have full context to confirm consults the same day.

Add appointment lead updates to central contact list