Update client records from body scan form submissions
Update client records from body scan form submissions
Your body-scan form submissions often lack tidy contact data, forcing manual lookups at the front desk. The workflow puts scan IDs into CRM and your email audience so teams can follow up same day.
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Overview
When body-scan responses arrive with messy names or missing IDs, front-desk staff spend time on manual lookups and follow-up slips. This flow writes scan IDs back to your CRM and marketing audience and notifies the front desk, enabling same-day follow-up and cleaner client records.