Update deal stage after appointment webhook and reminders
Update deal stage after appointment webhook and reminders
Your patient appointment bookings sometimes miss CRM updates, leaving coordinators unsure which sessions need outreach. Keep deal stages current and trigger reminders so staff can act today.
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Overview
Incoming appointment hooks can leave deals stale and coordinators guessing. This flow updates the deal stage and fires timely patient reminders so reps see booking status and get a follow-up prompt two hours after initial contact.