Add healthcare professional form entries to CRM campaign
Add healthcare professional form entries to CRM campaign
Your healthcare professional intake forms lack CRM records, so coordinators can't enroll submissions into outreach. This lets coordinators begin targeted outreach same day.
Workflow preview:
Zap details:
Overview
Stop manual entry and missed outreach — every submitted healthcare professional becomes a CRM contact and is enrolled in the correct campaign automatically. Program coordinators can begin targeted follow-up the same day, removing manual steps and enrollment lag.