Add scheduled patient leads from updated sheet rows

Your booking spreadsheet lacks CRM context, leaving reception unable to prioritize outreach before appointments. It creates or updates opportunities so scheduled patients are actioned same day.

Overview

If your clinic tracks bookings in a sheet, reception and managers can miss follow-ups and billing prep. This flow turns updated booking rows into CRM opportunities so staff see scheduled and called-but-not-booked patients in minutes, ready for outreach same day.