What is Boxly?
Boxly is an AI-powered lead management and CRM platform designed specifically for aesthetic and cosmetic clinics. With smart lead routing, automated follow-ups, and comprehensive referral tracking, Boxly helps clinics convert more inquiries into booked appointments while reducing administrative workload.
Key Features
- AI-Powered Lead Management – Automatically sort, label, and route leads to the right team members
- Referral Tracking – Full visibility into patient referral sources and marketing attribution
- Multi-Channel Communication – Connect via email, SMS, WhatsApp, and social media
- Automated Follow-Ups – Nurture flows that turn interest into confirmed appointments
- Smart Analytics – Track conversion rates, revenue, response times, and team performance
- AI Receptionist – 24/7 patient communication with treatment-specific responses
Integration with ClinicMinds
ClinicMinds integrates with Boxly through Zapier, enabling seamless lead flow between your patient management system and your lead conversion platform.
How It Works
When events occur in ClinicMinds—such as a new patient inquiry, consultation booking, or treatment completion—this information can automatically sync with Boxly. Conversely, when leads convert in Boxly, patient data flows back to ClinicMinds for complete record keeping.
The Power of This Integration
Your First-Party Data, Supercharged
ClinicMinds is your single source of truth for patient data. Every detail about your patients lives in one secure system:
- Patient Profiles – Complete contact information and demographics
- Treatment History – Which procedures they’ve had and when
- Geographic Data – Where your patients are located
- Visit Frequency – When they last visited your clinic
- Treatment Preferences – Types of procedures they’re interested in
Precision Lead Management with Boxly
By connecting ClinicMinds to Boxly, you unlock powerful lead tracking and conversion capabilities:
| Event in ClinicMinds | Action in Boxly |
|---|---|
| New patient inquiry | Auto-create lead with source tracking |
| Consultation booked | Update lead pipeline stage |
| Treatment completed | Trigger referral program enrollment |
| Patient refers a friend | Track referral source attribution |
| Follow-up appointment needed | Create automated nurture sequence |
| VIP patient identified | Flag for priority handling |
Use Cases
1. Lead Source Attribution
Track exactly where every patient comes from. Understand which marketing channels—Google Ads, Instagram, referrals, or website—drive the most valuable leads.
2. Referral Program Management
Automatically enroll patients in your referral program after treatments. Track who refers whom and reward your best advocates.
3. Automated Lead Nurturing
Set up intelligent follow-up sequences for leads who don’t book immediately. Convert more inquiries into consultations with timely, personalized outreach.
4. Multi-Location Lead Routing
For clinics with multiple locations, automatically route leads to the correct branch based on patient preference or proximity.
5. Response Time Optimization
Monitor team response times and ensure no lead falls through the cracks. Get alerts when leads haven’t been contacted within your target timeframe.
Benefits
- Convert More Leads – AI-powered routing and follow-ups increase booking rates
- Track Every Referral – Full visibility into patient referral sources and ROI
- Save Time – Automate lead categorization and follow-up sequences
- Multi-Channel Reach – Communicate via email, SMS, WhatsApp, and social media
- Data-Driven Decisions – Analytics on conversion rates, revenue, and team performance
- 24/7 Availability – AI Receptionist handles inquiries around the clock
Getting Started
The ClinicMinds-Boxly integration is available through Zapier. Contact our support team to learn how to connect your accounts and start converting more leads into booked patients.
Turn every inquiry into an opportunity. With ClinicMinds and Boxly, you can track referrals, automate lead nurturing, and convert more prospects into loyal patients.