Add inbound clinic emails to contact records and updates
Add inbound clinic emails to contact records and updates
Clinic emails arrive unlinked in your inbox, slowing partnership intake for program coordinators. It attaches cleaned messages to matching clinic records so coordinators can act the same day.
Overview
When clinic messages sit unlinked, coordinators waste time hunting for context and outreach slips. This flow captures and cleans each inbound clinic email, attaches it to the correct partnership record, and ensures coordinators have usable message content to act on the same day.