Add social form leads to CRM and ledger

Your social lead form submissions lack insurance details and triage, leaving intake coordinators unable to prioritize patient outreach. It logs the lead and contact for same-day follow-up.

Overview

Paid social inquiries for healthcare need rapid triage with insurance context so intake coordinators can prioritize outreach. This flow captures every form submission into a tracking sheet and contact record, enabling same-day triage and follow-up by your intake team.