Data transfer from Patient record to CRM

• Automate patient data transfer to CRM systems
• Enhance communication between healthcare providers and CRM platforms
• Streamline patient record management for better follow-up

Webhook trigger captures incoming patient data Fetches patient record details from a specified URL Sends the fetched data to the designated CRM Notifies team via Slack in case of errors

1. 1
   Import the workflow template into n8n
2. 2
   Configure the webhook URL for incoming patient data
3. 3
   Set up the correct endpoint for fetching patient records
4. 4
   Specify the CRM endpoint for data submission
5. 5
   Adjust Slack channel settings for error notifications