Send new social leads to dentist and marketing

You get social lead form submissions with missing contact context that leave clinic coordinators unprepared. Leads are emailed to clinic staff and marketing for same-day booking.

Send new social leads to dentist and marketing

Overview

When social lead forms arrive with incomplete contact context, intake slows and coordinators are unprepared. This flow sends full lead details instantly to clinic staff and marketing so teams can respond and book patients same day.

Send new social leads to dentist and marketing