DrChrono to GoHighLevel Appointment Sync
When a DrChrono appointment is updated, this workflow checks GoHighLevel for the matching patient and either tags the existing contact or creates a new one - keeping your CRM perfectly in sync.
What this workflow does
This automation fires the moment an appointment is updated in DrChrono. A quick filter step ("Continue if") ensures only the right appointment types proceed - e.g., confirmed visits, completed. It then pulls the full patient profile from DrChrono, looks up that email in GoHighLevel, and branches:
• Contact exists → Adds context‑specific tags (such as “Upcoming‑Visit” or “Rescheduled”) to the current GoHighLevel record.
• No match found → Creates a brand‑new GoHighLevel contact populated with the latest patient details - no duplicates, no manual entry.
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Why it matters
Front‑desk teams often juggle multiple systems - EHR, CRM, intake, marketing tools - just to keep patient outreach aligned with the schedule. This flow closes the gap: every appointment change instantly updates your CRM, so reminders, campaigns, and follow‑ups always reach the right patient at the right time.
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Who this is for
Ideal for practices, clinics, or medical spas that schedule care in DrChrono and manage marketing or SMS/email engagement in GoHighLevel. Whether you’re a solo provider or a multi‑location group, you’ll eliminate tedious copy‑paste work (and the errors that come with it).
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Key benefits
• Real‑time sync between DrChrono and GoHighLevel• Prevents duplicate records while enriching existing contacts
• Automatically tags patients for segmented campaigns (e.g., “Needs Follow‑Up”)
• Saves staff hours each week on manual data entry
• Consistent, error‑free patient communication without coding
