10 March 2025

The Leadflo Update You’ve Been Waiting for is About to Drop

And it’s a BIGGIE

Since launch, we’ve billed the way Leadflo pulls all patient conversations into a single dashboard as one its killer features.

It means that whether your patients reach out through web forms, social ads, email, text, or phone calls, Leadflo gives you that single pane of glass to manage it all, turning chaotic communication into orderly patient journeys.

But let’s be honest—there’s been a gap.

All that rich patient data in your Dentally system has remained separate, forcing your team to play digital ping-pong between platforms. Copying and pasting details. Creating patients twice. Booking appointments twice.

Your feedback tells us this is tedious, time-consuming work that pulls your team away from what matters most.

So we’re crazy excited to let you know that Leadflo’s Dentally integration is finally here.

This integration removes the digital wall between your lead management and patient management systems, creating a seamless workflow that will transform how your practice handles new and existing patients.

This update is the one you’ve been shouting for loudest—and it’s coming very, very soon. So, let’s take a closer look at what integration brings to the table and what it means for your practice’s day-to-day operations, efficiency, and growth potential.

Leadflo and Dentally: The Current State of Play

Let’s talk about what life looks like for most dental practices right now. On one side, you’ve got Leadflo – your lead management powerhouse. It’s where potential patients first appear on your radar, where you nurture relationships, and where you track everyone’s journey from first contact to booked appointment.

On the other side sits Dentally – the backbone of your clinical operations. It’s where patient records live, where appointments are scheduled, and where the nuts and bolts of practice management happen day in, day out.

Both are brilliant systems in their own right. But they don’t talk to each other.

This means your front-of-house team has become expert jugglers, constantly switching between tabs and copying information from one system to another. When a lead converts in Leadflo and books a consultation, someone has to manually create that same patient in Dentally. When appointments need scheduling, it’s a back-and-forth process of checking availability in Dentally while updating statuses in Leadflo.

The workarounds are creative but costly:

For busy practices, this disconnect means wasted time, potential errors, and a fragmented view of your patient journey. Your team is smart—they’ve figured out ways to make it work—but they’re working harder than they should be.

This is exactly why we’ve made integration a priority—because dental practices deserve better than digital double-entry.

Key Features You’ll Love: The Details

Let’s break down exactly what this integration brings to your practice with a closer look at how integration provides practical solutions to the frustrations we’ve heard from practices.

Incoming Patients View: One Feed to Rule Them All

The new Incoming Patients View is like having a smart assistant who’s constantly scanning Dentally for you, identifying patients who:

Instead of manually searching and comparing records between systems, you’ll see a clean feed of suggested actions that can be approved with a single click. The system even shows you a confidence score for patient matches, calculated by weighing factors like email and phone number matches (which carry more weight than name matches alone).

For those who like to work efficiently, we’ve added bulk selection tools so you can process multiple patient updates in one go. No more processing records one by one when you have a batch of new patients to handle.

Patient Linking and Creation: The End of Double Entry

Creating patients in Dentally from Leadflo is now as simple as clicking a button. The integration allows you to:

This means that when a new lead comes in through your website and enters your Leadflo pipeline, you no longer need to recreate them in Dentally manually. The form automatically populates with known information like name, email, phone number, and more, saving tons of precious minutes on every new patient.

The system is also smart about checking for potential duplicates first, helping maintain clean data across both platforms. Your team will appreciate the attention to detail, like the date of birth field, which accepts pasted dates in any format but displays them consistently.

Appointment Booking: Stay in Leadflo, Book in Dentally

Perhaps the most exciting feature for front-of-house staff is the new appointment booking capability. Now when it’s time to schedule a consultation, there’s no need to switch to Dentally. You can do it all from within Leadflo:

The integration shows you the clinician’s schedule directly in the booking interface, displaying available time slots alongside your booking form. This means no more toggling between systems to find open slots or accidentally double-booking.

The appointment is instantly created in Dentally and also appears in the patient’s Leadflo timeline, creating a complete record of the patient journey that’s visible in one place.

Timeline Integration: The Complete Patient Story

Speaking of timelines, the integration brings Dentally appointment history directly into Leadflo’s patient timeline view. This creates a unified chronological view of every patient interaction, regardless of whether it happened in Leadflo or Dentally.

You’ll see Dentally appointments displayed right alongside lead capture events, SMS conversations, and call records—all clearly marked with their source system. This gives your team valuable context when communicating with patients, as they can see:

For Dentally-enabled practices, this feature also helps identify potential issues—like a consultation booking in Leadflo without a corresponding Dentally appointment, which could mean something fell through the cracks.

At a glance, your team can now see the complete patient journey without jumping between systems, making for more informed conversations and better patient care.

Intelligent Pipeline Updates: Automation That Makes Sense

One of the most tedious tasks for practice staff has been keeping Leadflo pipelines in sync with what’s happening in Dentally. When a patient books a consultation, starts treatment, or completes their plan, someone needs to update their position in the appropriate Leadflo pipeline manually.

The new integration changes all that with intelligent pipeline update suggestions based on Dentally data:

These aren’t automatic changes that happen without oversight—they’re smart suggestions presented in a clear feed where your team can review and approve them with a single click. This maintains your control over the pipeline while eliminating the manual comparison work.

What makes this feature particularly powerful is the intelligence behind it. The system doesn’t just look for appointments. Instead, it interprets appointment types, timing, and sequence to make appropriate pipeline suggestions. It understands the difference between a consultation, treatment appointment, and follow-up visit based on data patterns in Dentally.

For multi-treatment patients or those on longer care plans, the system can even identify their progress and suggest appropriate pipeline moves as they advance through their treatment journey.

Like the other integration features, these suggestions support bulk actions. So, if you’ve had a busy clinic day with multiple patients starting treatment, you can approve all the pipeline updates at once rather than one by one.

This feature alone can save hours of administrative time each week while ensuring your Leadflo pipelines accurately reflect the real clinical status of each patient.

Beyond the Features: What Integration Means for Your Practice

While the technical features are impressive, what really matters is the impact on your practice. Here’s what the integration delivers:

Time Reclaimed for Patient Care

Front-of-house staff typically spend 5-10 minutes per patient on manual data transfer. For practices seeing 30 new patients monthly, that’s up to 5 hours saved—nearly a full working day reclaimed for actual patient care rather than administrative tasks.

Fewer Errors, Better Data

Manual entry leads to mistakes that cascade into missed appointments or communication failures. Automatic data transfer creates consistent information across both platforms, improving analytics, reporting, and business intelligence.

Happier Teams

Your staff didn’t join to be data entry specialists. By eliminating tedious system-switching, your team can focus on building patient relationships and providing exceptional service—the meaningful work that increases job satisfaction.

Seamless Patient Journeys

Patients hate feeling like they’re starting from scratch with each interaction. The integration ensures their information flows naturally throughout their journey, with your team always having full context of previous interactions—leading to more personalised service.

Growth Without Growing Pains

As patient volume increases, manual data entry typically creates operational bottlenecks. With integrated systems, your practice can scale without proportionally increasing administrative overhead—the same team handles more patients while maintaining service quality.

Rollout: When and How You’ll Get Access

The moment you’ve been waiting for is nearly here. Our coding team is still poring over the last ones and zeroes to make this a thing by {DATE}.

Implementation and Support

When the integration becomes available to your practice, you’ll be pleased to know the setup process is straightforward:

  1. Your Leadflo account will display a new integration option for Dentally
  2. Follow the guided connection process (typically less than 10 minutes)
  3. Once connected, the system will begin identifying patient matches and opportunities
  4. Your team can start using the integration features immediately

We’ve created comprehensive training materials, including video walkthroughs, documentation, and a quick-start guide to help your team get comfortable with the new capabilities.

As with all our products, our support team is ready to help with any questions or special requirements you might have during implementation.

The Future of Dental Practice Management: What’s Next

This integration is just the beginning of our vision for connected dental practice management. While we’re excited about what this release brings, we’re already planning next-generation features to make your practice even more efficient:

Our roadmap is guided by your feedback and real-world practice needs. As you begin using the integration, we’ll be closely monitoring performance and gathering input to inform future enhancements.

We’re incredibly proud of what our team has accomplished with this integration, but we’re even more excited to see how it transforms your daily operations and helps your practice thrive.

Keep an eye on your inbox – we’ll be sending detailed release information very soon.

Why Now Is the Perfect Time to Grow with Leadflo 

If you’ve read this far and you’re not yet using Leadflo, this integration represents the perfect moment to make the switch. Dental practices already using Leadflo report dramatic improvements in lead conversion rates, streamlined patient communications, and significant growth in their highest-value treatments.

With the seamless Dentally integration on the horizon, the business case becomes even more compelling. You’ll not only gain Leadflo’s powerful lead management capabilities but also eliminate the data silos that have long plagued dental practice management. 

Ready to see what Leadflo can do for your practice? Book a personalised demo where we’ll show you exactly how the system would work with your specific treatment offerings and practice workflow. 

Just click the button below to schedule your demo or call our team on [PHONE NUMBER] to get started.

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