Add contact form entries to leads tracking sheet

Your contact form submissions go unrecorded, delaying patient follow-up and marketing outreach. They get captured in a central lead sheet for same-day follow-up.

Overview

When website leads don't reach your lead sheet, reception and marketing miss timely follow-up and lose appointments. This workflow captures each contact form submission into a central lead sheet so receptionists and clinic managers can act on leads the same day.