Add new patient contacts to welcome email list
Add new patient contacts to welcome email list
Your messaging signups create loose contact records lacking intake context, delaying outreach and risking missed appointments. Add them to a welcome email list so staff begin outreach same day.
Workflow preview:
Zap details:
Overview
New messaging signups often arrive without intake context, delaying outreach and costing bookings. This flow captures those contacts into your welcome list, tags them, and alerts staff so outreach can begin the same day.