Imagine a healthcare marketing agency running a campaign for a multi-specialty clinic. Leads pour in through Jotform, but manual data entry slows the process, leaving potential opportunities untouched. Enter this workflow: a seamless automation powered by Keragon’s integration with GoHighLevel, capturing every inquiry in real-time and instantly creating contacts and opportunities in the platform. With UTM tracking baked in, your sales team gets everything they need to follow up immediately; no errors, no delays. This isn’t just efficiency, it’s a game-changer for clinics and businesses striving to maximize conversions while maintaining rock-solid HIPAA compliance.

Why would practitioners want to automate lead capture and management?

Efficient Lead Capture 

• Jotform creates HIPAA-compliant, customizable patient forms, like intake or appointment requests.
• Submitted data is automatically sent to GoHighLevel, saving time and reducing errors.

Organized Opportunity Management

• GoHighLevel organizes leads by type (e.g., new patients, follow-ups) and tracks progress through a visual pipeline.

Better Patient Communication

• Automate email or SMS reminders for appointments and follow-ups.
• Nurture leads with targeted campaigns to share health tips or updates.

Save Time

• Cut down on manual tasks like updating lead statuses or scheduling.
• Integrate workflows with tools like Google Sheets or EHR systems.

Enhanced Patient Experience

• Ensure timely, personalized communication.
• Quickly respond to patient inquiries with automated notifications.

Data Security

• Jotform’s HIPAA-compliance keeps patient data safe.
• Securely transfer information between tools to reduce risks.

Scalability

• Handle more leads as the practice grows without adding staff.
• Build tailored workflows for specific needs like referral tracking.

Step-by-step instructions for Setting up the Workflow in Keragon

1. Create a new workflowsome text
   1. Log in to your Keragon account.
   2. Navigate to the Workflows section from the dashboard menu.
   3. Click the “Create New Workflow” button.
2. Configure the workflow triggersome text
   1. In the workflow editor, select Jotform as the trigger application.
   2. Choose the trigger event “New Submission”.
   3. Authenticate your Jotform account if you haven’t already.
   4. Select the specific Jotform you want to use (e.g., “Patient Inquiry Form”).
   5. Click “Save Trigger” to confirm.
3. Add the first action: Create contact in GoHighLevelsome text
   1. Click “Add Action” below the trigger event.
   2. Select GoHighLevel as the action application.
   3. Choose the action “Create Contact”.
   4. Authenticate your GoHighLevel account if it’s not already connected.
   5. Map the respective fields from Jotform to GoHighLevel. 
   6. Click “Save Action” to finalize.
4. Add the second action: Create opportunity in GoHighLevelsome text
   1. Click “Add Action” below the “Create Contact” step.
   2. Select GoHighLevel again as the action application.
   3. Choose the action “Create Opportunity”.
   4. Map the respective fields. 
   5. Click “Save Action” to confirm.
5. Finalize and test the workflowsome text
   1. Review the workflow steps to ensure everything is mapped correctly.
   2. Click “Enable Workflow” to activate it.
   3. Perform a test submission in Jotform to ensure the data flows correctly to GoHighLevel.
6. Monitor workflow performancesome text
   1. Go to the Workflows Dashboard to track the workflow’s performance.
   2. Check the activity logs for successful executions or errors.
   3. Make adjustments to field mappings or pipeline settings as needed.

This workflow helps businesses seamlessly connect lead collection to sales engagement. By automating the process of turning form submissions into actionable opportunities, teams can focus on building relationships and closing deals. With Keragon’s integration with JotForm, you can securely and efficiently turn form data into tasks that actually get done. At the same time, the GoHighLevel integration makes it easy to track and manage those opportunities in real time, so nothing falls through the cracks. Whether it’s speeding up patient onboarding or improving follow-ups, this workflow keeps things running smoothly while staying compliant. 

Let’s see the differences between the manual process and the Keragon way:

‍

Who can use this workflow

• Healthcare providers: Clinics, hospitals, and telehealth services capturing patient inquiries or appointment requests.
• Medical SaaS platforms: Organizations using Jotform for lead generation and GoHighLevel for CRM and opportunity tracking.
• Marketers: Marketing teams in healthcare managing multi-channel campaigns with UTM tracking.
• Sales teams: Businesses looking to reduce time-to-contact and increase conversion rates for new leads.

Ready to streamline your lead management and boost conversions? Get started with Keragon for free today and explore how healthcare-focused automation can transform your workflows!

‍

FAQ 

Q: How does this workflow ensure compliance with HIPAA regulations?

A: Keragon automates data handling through secure, HIPAA-compliant processes, ensuring all sensitive healthcare information is protected.

Q: Can I customize the fields mapped from Jotform to GoHighLevel?

A: Yes, this workflow allows you to customize which fields are captured and mapped to fit your specific CRM requirements.

Q: What kind of leads can this workflow handle?

A: The workflow handles any leads captured via Jotform, including patient inquiries, service requests, and sales leads.

Q: How quickly does the workflow process submissions?

A: Submissions are processed instantly, ensuring your CRM and pipeline are always up to date.

‍

‍