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Create new patient lead and notify clinic staff

Create new patient lead and notify clinic staff

Your consultation requests arrive as raw form entries, leaving front-desk staff without context and slowing follow-up. Leads are captured and routed to your CRM with staff notifications so patients are contacted same day.

Create new patient lead and notify clinic staff

Overview

When website consultation requests arrive without structure, bookings slip and staff waste time chasing context. This flow captures each inquiry as a CRM lead, logs it to your worksheet, and notifies front-desk staff so patients are contacted the same day.

Create new patient lead and notify clinic staff