Add social form sign-ups to lead database and notify staff
Add social form sign-ups to lead database and notify staff
Your spinal screening sign-ups land in separate places without unified contact details, delaying outreach. Leads are added to your central contact list for same-day outreach and increased bookings.
Workflow preview:
Zap details:
Overview
When screening sign-ups arrive fragmented, campaign managers can’t follow up quickly and seats go unfilled. This flow centralizes sign-ups into one contact list, sends immediate email alerts to clinic staff, and creates lead records so outreach happens same day before the event.