Healthcare
DocEngage Integration
Send ad leads directly into DocEngage as patient inquiries -- so your healthcare practice can follow up on new patient leads without manual entry.
Send ad leads directly into DocEngage as patient inquiries -- so your healthcare practice can follow up on new patient leads without manual entry.
Connect DocEngage with 4 lead sources
DocEngage is purpose-built for healthcare -- hospitals, clinics, diagnostic centres, and multi-care-centre groups use it to manage the full patient journey from initial inquiry through appointment, intake, and follow-up. LeadSync writes each Facebook, Google, LinkedIn, or TikTok lead into DocEngage as a new patient inquiry with the inquiry classified as Online / Web and the source stamped as the originating ad platform, so the patient lead lands in your DocEngage Leads queue ready for the front-desk or BDC team to action.
Authentication is your DocEngage account email and password (joined with a semicolon and pasted into the connection). LeadSync calls mobileLoginAction to obtain an OAuth bearer token with Leads,Providers scope, caches it for the lifetime of expires_in, and POSTs each new lead to /api/v2/push_lead. Tokens refresh automatically when they age out -- no maintenance once the connection is live.
DocEngage's patient model carries the standard inquiry attributes plus a healthcare-specific set: leadName, leadEmail, leadMobile, leadCareCenter (which facility the inquiry is for), leadCity / leadLocality, leadRequestedService (the treatment or consultation the patient is asking about), caseCategory, enquiryKeyWords, campaignName, serviceDate, and a free-text leadNote. The LeadSync field mapping screen exposes each one so a Facebook lead form question like "Which clinic location?" maps cleanly to leadCareCenter rather than getting flattened into a generic notes field.
For multi-location healthcare groups, this distinction matters: a patient who asks for "Knee replacement consultation at Bandra branch" arrives in DocEngage with leadRequestedService = Knee replacement consultation and leadCareCenter = Bandra -- which means DocEngage's built-in routing rules can assign the inquiry to the right specialist queue and the right facility coordinator without any manual triage.
Once the inquiry lands in DocEngage, the platform's patient-engagement workflow takes over: automated SMS / WhatsApp / email confirmation to the patient, task creation for the assigned BDC agent, escalation rules if the inquiry isn't actioned within an SLA window, and conversion tracking through to a booked appointment. None of this requires LeadSync's involvement after the initial push -- the lead enters the same pipeline as inquiries from your website, walk-ins, and call-centre intake.
For paid-social attribution, the enquirySource is set per LeadSync connection (Facebook for Facebook lead ads, Google for Google lead form extensions, etc.), so DocEngage's lead-source reports can attribute booked appointments and revenue back to the originating ad platform. Run multiple paid channels and each one shows up in your inquiry-source funnel as its own line.
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