Healthie integrates with Salesforce as a CRM tool for organizations that use Salesforce for client outreach, engagement and retention. Healthie makes it easy for providers who use Salesforce as their CRM and Sales Engine to push information from Healthie into Salesforce.
By integrating Healthie and Salesforce, your business can:
- Push several fields to Salesforce, including: first name, last name, email address, phone number, date of package purchased, and name of package purchased.
- Set up additional fields to be pushed by contacting the Healthie team.
Salesforce is an integrated customer relationship management (CRM) platform that can unite all the departments of your business. With Salesforce’s advanced sales pipeline tool, integrating Healthie with Salesforce can ensure that all leads generated in Healthie are seamlessly pushed through to your business’ sales team.
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