Skip to content
Add incoming patient inquiry leads to your contact list

Add incoming patient inquiry leads to your contact list

Your incoming patient inquiry submissions often arrive unlogged, delaying outreach and costing consult bookings. Capture and update lead records so your concierge team reaches prospects same day.

Add incoming patient inquiry leads to your contact list

Workflow preview:

Zap details:

Overview

When web inquiries never make it into your contact system, your concierge team can’t follow up and consults slip away. This flow captures incoming patient inquiries, removes invalid submissions, and creates or updates contacts so your team can reach prospects same day.

Add incoming patient inquiry leads to your contact list