Respond to Invisalign leads for dental sales reps

Sales reps miss Invisalign leads when forms get buried, risking consultations. It creates CRM contacts and opportunities, logs each lead to a central tracker, and alerts reps to prioritize follow-up.

Overview

Dental practices lose consultations when Invisalign inquiries slip through inboxes. This workflow turns every form submission into a CRM contact, opportunity, and tracker row so sales reps never miss a follow-up, prioritize outreach, and eliminate manual entry.

Notable Features

Create CRM contact and opportunity
Add lead row to tracker
Email alert with lead summary