DENTIGMA / PRODUCT

ClickUp connection

Bring a new patient enquiry into your team’s ClickUp list. Keep contact and treatment context in the task description, and clarify the next action with assignee mappings, initial status, priority and due-date preferences. The CRM enquiry stage and ClickUp task status progress separately.

HOW IT FITS YOUR DAY

Connect with the workspace your team already uses.

A clinic scenario

Deniz owns Elif’s consultation enquiry. The patient coordination team reviews the preparation task in ClickUp with her contact details and treatment interest.

01
Connect the account and destination list
02
Map owners and task preferences
03
Review contact and treatment context in the task

TRY IT YOURSELF

Try this feature’s workflow with sample data.

DENTIGMA

Let’s find the right flow
for your clinic.

From the first enquiry to team planning, let’s discuss a Dentigma workspace that fits your needs.

Plan a demo conversation

Connect with the workspace your team already uses.

ClickUp connection

The connected pieces

Let’s find the right flowfor your clinic.

Let’s find the right flow
for your clinic.