Whole Practice and Salesflare

How to connect Whole Practice

When completed Form or Questionnaire in Whole Practice, find or create contact in Salesflare.
When new Appointment Booked in Whole Practice, create meeting, then create call in Salesflare.
When new Client Added in Whole Practice, find or create account, then find or create contact, then add contact to account in Salesflare.

Whole Practice is a full practice management platform for Wellness Professionals.

Start a workflow when this happens

Completed Form or Questionnaire — Triggers when a client completes a form or questionnaire.
New Appointment Booked — Triggers when a new appointment is booked in Whole Practice.
New Client Added — Triggers when a new client is added.

Things Salesflare can make it do

Assign Form or Questionnaire — Assign a Form or Questionnaire to a new or existing client for them to complete.

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