Health clinic sales capture live chat contacts with consent

Clinic sales reps lose patient leads when live chat contact and phone consent aren't recorded, risking missed appointments and damaged patient trust. It logs contact and consent into your CRM so reps follow up.

Overview

Missed chat consents lead to lost bookings and hurt patient trust for small clinics. This workflow captures contact and phone opt-ins into your contact form and CRM, ensuring reps follow up with complete records so response times drop dramatically and consent is auditable.

Notable Features

Capture chat contact and consent
Create complete contact form submissions
Notify sales reps for follow-up