Healthcare clinics: capture ad leads into intake system

Intake coordinators miss ad leads, letting counseling prospects go cold and appointments slip. It creates intake records from new ad leads so staff contact prospects quickly and book consults.

Overview

Clinics lose counseling prospects when ad leads sit unprocessed. This workflow captures every ad lead into the intake system and notifies intake coordinators so prospects are contacted quickly and consults are booked, eliminating manual re-entry and reducing missed follow-ups.

Notable Features

Create intake records automatically
Notify intake staff via preferred channel
Tag leads with ad campaign source