Add inbound lead details to master tracking sheet

You receive inbound lead payloads with scattered contact details, so follow-ups for patient referrals are missed or delayed. Capture lead details into your master tracker so outreach is prioritized same day.

Overview

Inbound lead payloads for patient referrals must be captured instantly or outreach slips and referrals go cold. This flow writes parsed lead details into your master tracker and surfaces them to sales ops within minutes so your small team can act same day.