Healthcare project managers: capture intake call UTM data centrally

Project managers in healthcare lose UTM attribution on intake calls, hiding which campaigns drive bookings. Log intake calls with UTM to a central sheet so marketing can attribute bookings.

Overview

Missing UTM data on intake calls leaves marketing guessing which campaigns drive booked appointments and weakens channel decisions. This workflow captures UTM fields from scheduled intake calls into a central tracking sheet, restoring attribution and letting marketing analyze booked-appointment sources without manual entry.

Notable Features

Log intake calls with UTM
Add UTM fields to tracking sheet
Notify marketing on booked appointments