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Create sales lead from web opt-in submissions to CRM

Create sales lead from web opt-in submissions to CRM

Your web opt-in submissions arrive unprocessed, leaving new patient prospects uncontacted and stalling bookings. They become recorded leads for outreach and intake follow-up the same day.

Create sales lead from web opt-in submissions to CRM

Overview

When web opt-ins are left unprocessed, intake stalls and prospects cool off. This flow captures each opt-in as a lead and routes it to intake so coordinators can begin outreach the same day, reducing missed bookings.

Create sales lead from web opt-in submissions to CRM