Add consult forms to CRM and marketing lists
Add consult forms to CRM and marketing lists
Your initial consult form responses often arrive unlinked to patient or order records, delaying onboarding and membership activation. Start billing, activate memberships, and add contacts to nurture lists the same day.
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Overview
When consult forms aren't connected to your CRM and billing, onboarding stalls and memberships go unactivated. This workflow links each form to customer and CRM records, triggers membership creation for qualifying purchases, and adds contacts to nurture lists so program coordinators can follow up the same day.