Add form lead to lead sheet and notify team

Your new patient lead forms can arrive untracked, causing delayed follow-up and missed bookings. It logs each lead to your master sheet and alerts your team so consults can be booked within minutes.

Add form lead to lead sheet and notify team

Overview

New patient form submissions should arrive in front of staff, not sit in an ad platform inbox. This flow logs every lead to your central sheet and pushes a short alert to your team so reception and clinicians can triage and schedule consults within minutes.

Add form lead to lead sheet and notify team