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Create quoted leads in your marketing contact pipeline

Create quoted leads in your marketing contact pipeline

Your quoted patient inquiries arrive as webhook payloads without owner or campaign context, delaying outreach. You get created, assigned, and tagged contacts so coordinators can follow up same day.

Create quoted leads in your marketing contact pipeline

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Overview

Quoted patient inquiries often arrive fragmented and unassigned, causing outreach delays and missed bookings. This flow captures those payloads, creates a contact, assigns an owner, and enrolls the lead in a campaign so coordinators can follow up same day.

Create quoted leads in your marketing contact pipeline