If your clinic purchased the Healthaide-provided HighLevel CRM, Healthaide normally connects the baseline CRM and webhooks as part of onboarding. Check your active account setup with your onboarding contact. If you want to pass new lead-source or referral IDs into HighLevel, verify that the chosen webhook carries those values and map the available fields in HighLevel. If you use your own CRM or a new workflow, choose the appropriate Healthaide Workflows or location event and configure and test its receiving webhook with your team. Review payload contents and privacy requirements before forwarding data.
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