Skip to content
Route incoming web leads to clinic coordinators before handoff

Route incoming web leads to clinic coordinators before handoff

Your web leads land unassigned in CRM, causing delayed intake and missed follow-ups. Clinic coordinators receive assigned contact context so outreach happens before the next workday.

Route incoming web leads to clinic coordinators before handoff

Workflow preview:

Zap details:

Route incoming web leads to clinic coordinators before handoff