Add completed fertility intake submissions to lead list
Add completed fertility intake submissions to lead list
Your fertility intake emails and attachments slow manual processing and delay patient outreach. Capture contacts and files to your lead sheet and marketing list for same-day follow-up.
Overview
Intake emails with attached questionnaires often sit in the inbox and delay follow-up. This flow extracts contact details, stores the file, and adds the respondent to your nurture list so coordinators can follow up same day.