@Saji Sheriff hope the meeting went well. the guy above gave some basic advice, but tbh doing manual campaigns inside weave defeats the whole purpose of running an automation agency. u will just become their virtual assistant. plus, poking around an orthodontists patient list is a massive hipaa compliance risk if u dont have strict data isolation. here is how we build this backend architecture for dental agencies: cloud9 extraction: u dont need realtime. we use n8n as a middleware to catch that daily cloud9 batch export automatically. hipaa stripping: n8n strips out all the sensitive clinical data so u never see it, and only pushes the first name and phone number straight into ur ghl subaccount. the ghl brain: now u use ghl (not weave) to run a smart review pipeline. if they leave 5 stars, ghl automatically waits 30 days and triggers the referral text. sell them a real automated system, dont just rent a seat in their weave account. lmk if u need help mapping out that cloud9 to ghl webhook flow.