Keep healthcare leads current in your master spreadsheet

Healthcare business owners lose referral momentum when new contacts aren't added to the master leads sheet. It updates the master sheet and CRM timestamp so intake can assign and reach out quickly.

Overview

Missed lead updates create intake delays that can affect patient access and care coordination. This workflow aligns CRM records with your master leads sheet so intake always has the latest contact and assignment info, and response times drop dramatically while manual handoffs vanish.

Notable Features

Update master spreadsheet from CRM
Add CRM last synced timestamp
Notify intake staff on new leads