video1.0<iframe src="https://www.loom.com/embed/dd5787a5f32a4b2082030510b021f566" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/dd5787a5f32a4b2082030510b021f566-9654c6aeab3b0856.gif260.338In this video, I demonstrate how to set up an automation that moves patients to the "offer booked" stage in our sales pipeline when they book an appointment through Practice Hub. This process saves time and keeps our pipeline organized by eliminating the need for manual updates. I walk you through creating a workflow with specific triggers and filters to ensure everything runs smoothly. Please make sure to follow the steps carefully, especially regarding the naming conventions. I hope you find this helpful!