How do leads get into RootLogic? (Form fills, phone calls, chat widget)

When a prospective patient fills out the contact or consultation request form on your website or landing page, RootLogic creates a new opportunity card in the Lead Received column and fires the automated text + email sequence immediately. No manual action needed — you'll see the card appear within seconds.

If a lead calls the tracked phone number associated with your RootLogic account, the call is logged under the Conversations tab and linked to the contact record. If the number is new, a contact is created automatically. If it matches an existing record, the call is appended to their activity history. You may need to manually create an opportunity card if none exists yet for that caller.

The chat widget on your website captures visitors who reach out outside business hours. These leads land in a separate column called "After Hours Chat" — not in Lead Received. Check this column every morning. These leads need a proactive outbound call first thing; they initiated the conversation but haven't heard a human voice yet.

If your practice runs Meta (Facebook/Instagram) lead ad campaigns, those form submissions are connected directly to RootLogic and drop into Lead Received just like website form fills. The source field on the contact record will show "Facebook" or the specific campaign name so you can tell where they came from.