Skip to content
Log inSign up
Templates
Create new patient lead from popup form submissions

Create new patient lead from popup form submissions

Your popup consultation submissions often sit untriaged, delaying outreach and costing booked consults. Create leads automatically so intake coordinators can follow up same day.

Create new patient lead from popup form submissions

Overview

When popup consultation requests aren't entered into your pipeline quickly, intake stalls and bookings slip. This flow captures each popup submission as a lead and routes it to intake coordinators so outreach happens same day.

Create new patient lead from popup form submissions