High Level Meeting with Christine
Sculptology:
Phone call once a lead comes in - Highlevel can call the office then connect to lead we need a phone a direct phone line without an answer system. Then if no answer you can start the automated campaign series.
Dr. Chrono is not syncing - apt did not update availability - wanted login for Dr. Chrono - Ale do you need our help with this? Ale we need login to work it out with the dev team.
Zapier - Hooking up Sculptology - different api key 3ddf28b6-616a-40c2-ba42-f44c55088a2f - When CoolSculpting lead comes in via gravity form or popup we need select (add/update opportunity in high level) map the fields (name, email, phone, notes message)
Select Pipeline: CoolSculpting
Pipeline Stage: New Leads
CallRail - Will move over once using HighLevel. We can connect incoming leads with Zapier.
Apt reminders - iss
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New Lead: - brand new
Hot leads - they replied
https://drive.google.com/file/d/1Z9H2WLfiaAyZz_fb6qwZmtRVBvx0UZLN/view
Phone call once a lead comes in - Highlevel can call the office then connect to lead we need a phone a direct phone line without an answer system. Then if no answer you can start the automated campaign series.
Dr. Chrono is not syncing - apt did not update availability - wanted login for Dr. Chrono - Ale do you need our help with this? Ale we need login to work it out with the dev team.
Zapier - Hooking up Sculptology - different api key 3ddf28b6-616a-40c2-ba42-f44c55088a2f - When CoolSculpting lead comes in via gravity form or popup we need select (add/update opportunity in high level) map the fields (name, email, phone, notes message)
Select Pipeline: CoolSculpting
Pipeline Stage: New Leads
CallRail - Will move over once using HighLevel. We can connect incoming leads with Zapier.
Apt reminders - iss
----------
New Lead: - brand new
Hot leads - they replied
https://drive.google.com/file/d/1Z9H2WLfiaAyZz_fb6qwZmtRVBvx0UZLN/view