For marketing ops: capture booking invitees into CRM with UTM tags
For marketing ops: capture booking invitees into CRM with UTM tags
Marketing ops lose campaign attribution when booking invitees aren't captured, creating intake gaps. It tags invitees by clinic and UTM in CRM so marketing and intake route prospects immediately.
Overview
Marketing ops risk losing attribution and letting prospects slip through intake when booking invitees aren't captured. This workflow routes invitees to the correct clinic record and attaches UTM source in your CRM, eliminating intake gaps so marketing and intake start nurture immediately. Customers report cleaner campaign attribution and fewer manual data fixes.
Notable Features
- Capture booking invitees to CRM
- Tag invitees with UTM source
- Route contacts to clinic owners