Add social lead signups to CRM and notify intake
Add social lead signups to CRM and notify intake
Your spinal screening signups from social forms lack booking context and go uncalled. Leads are logged, CRM contacts created, and intake alerted so callers can schedule screenings same day.
Overview
When social signups arrive without context, callers struggle and bookings slip. This flow captures every signup into your CRM, logs it for campaign reporting, and alerts intake so callers can book screenings the same day.