
The clinic was running a website, a custom CRM, and a clinical engagement platform — all separate. New leads from the site never reached the CRM. CRM updates never reached the engagement platform. Every patient had to be re-entered manually three times.
What we built
- ·Website-to-CRM webhook for instant lead capture
- ·Bidirectional sync between CRM and clinical engagement platform via REST API
- ·Logging dashboard so the team can see every patient's sync status
- ·Slack alerts when a sync fails so it gets handled in minutes, not days
Currently in deployment. Manual re-entry of patient data eliminated.
