Keep marketing ops alerted to EHR form leads

Marketing ops miss EHR form contacts when submissions go untriaged, causing leads to stall. Channel alerts send each EHR contact to marketing and ops so leads are triaged for follow-up.

Overview

Untriaged EHR contacts stall marketing follow-up and put conversion opportunities at risk. This workflow posts each EHR contact to marketing and ops channels and creates a CRM lead so triage happens promptly — expect faster response times and zero missed follow-ups.

Notable Features

Send channel alerts to marketing ops
Create CRM contact from form submission
Tag and assign leads for follow-up