Add new spreadsheet leads to clinic contact records
Add new spreadsheet leads to clinic contact records
Your patient inquiry rows in the master sheet sit unprocessed and delay outreach, costing booking opportunities. Add leads to your contact system for same-day follow-up and higher booking conversion.
Overview
Missed patient inquiries cool off quickly and cost bookings. This flow captures new spreadsheet rows and creates contact records so patient coordinators can perform same-day outreach and preserve booking momentum.