Add social ad signups to clinic lead sheet
Add social ad signups to clinic lead sheet
Your campaign signups arrive untracked, leaving front-desk staff scrambling. Leads are added to your patient lead sheet and staff get an SMS for same-day outreach.
Overview
When campaign signups arrive without a central record, your front-desk can't reliably book appointments. This flow writes new leads into your patient lead sheet and immediately pings staff by SMS so coordinators can reach prospects same day.