Update clinic lead rows from intake webhook instantly
Update clinic lead rows from intake webhook instantly
Your clinic lead rows go stale when intake events don't update contact or scheduling info, delaying outreach and prep. Keep records current so coordinators can contact and schedule patients same day.
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Overview
Intake events often land out of sync with your referral tracker, forcing coordinators into manual reconciliation. This workflow refreshes lead rows and surfaces scheduling flags so your team can contact and book patients the same day.