Create CRM leads and deals from website signups
Create CRM leads and deals from website signups
Your patient registration webhooks arrive unstructured, leaving reps without contact or visit details. It creates CRM person and deal records and notifies coordinators so follow-up occurs same day.
Overview
Unstructured patient signups cost time and bookings; converting them manually delays outreach and increases no-shows. This flow turns each incoming registration into a person and deal record and notifies coordinators so follow-up occurs same day.