Lead Qualification from Patient Record to CRM

• Automate lead qualification from patient records to CRM systems
• Enhance data accuracy in lead management processes
• Streamline communication of errors to team members via Slack
• Integrate healthcare data with marketing tools for better outreach

Trigger the workflow upon receiving patient record data Fetch patient information from the specified source Send the fetched data to the CRM for lead qualification Handle errors by notifying the team via Slack

1. 1
   Import the workflow template into n8n
2. 2
   Configure the webhook URL to receive patient records
3. 3
   Set up the HTTP request node to fetch patient data
4. 4
   Define the CRM endpoint for sending lead information
5. 5
   Customize the Slack notification settings for error handling