CRM integrations · 900+ completed
We connect your CRM to everything else.
Calls, forms, chat, EMR, billing and ad platforms, synced with your CRM, so every lead gets followed up and every report adds up.
The leak isn't the ad. It's what happens after: the missed call, the form nobody called, the chat that never reached the CRM. Put in your numbers and see what that adds up to.
- ✓ 900+ integrations completed
- ✓ Salesforce partner
- ✓ We sign BAAs
- ✓ Free call, no obligation
Calls, forms, chats and texts from new people
Missed calls with no call back, forms nobody called, chats that went nowhere
Your normal lead-to-customer rate
Average revenue per customer
An estimate from the numbers above. The starting values are examples, so change them to yours. A free call helps find the real figure.
Talk it through: book a free call →Try it: connect two systems
Click and drag the blue plug back, then let go to connect Typeform to Salesforce.
AimingAds, website, calls and chat into your CRM (Salesforce, Zoho, etc.), out to EMR and billing, and back to the ad platforms
Four ad and traffic sources, five ways to get in touch, one secure server, the CRM, an EMR, billing, SMS, HiLite, a data warehouse, and offline conversions back to Google and Microsoft Ads.
Swipe or scroll sideways to see the whole map.
See what it does and what it connects to, or pick a category above. Arrows show which way the data goes; two arrows mean it syncs both ways.
Free tool
Now map yours
Add your systems, connect them, and see the gaps. Download it, print it, or send it to us and we will talk it through on a free call.
1. Add the systems you use
2. Arrange and connect
How it works
Move
Drag any system to where you want it.
Connect
Tap a system, then drag one of its blue arrows to the system its data goes to. Or press Connect in the bar at the top and tap the other system.
Connect several at once
Turn on Select several, tap each one, then press Connect.
Change or remove
Tap a system, then use the panel under the map to make a line two-way, flip it, or remove it.
How it works
Move
Drag any system to where you want it.
Connect
Point at a system and drag one of its blue arrows to the system its data goes to. Or click it, press Connect, then click the other system.
Connect several at once
Drag a box around them, Shift-click, or turn on Select several. Then Connect.
Change or remove
Click a system to make a line two-way, flip it, or remove it. Press Delete to remove the systems you have selected.
Scroll sideways to see the whole map.
Click any system to rename it, connect it, or remove it. Arrows show which way the data goes; two arrows mean it syncs both ways.
3. Save it, or send it to us
Keep it for your team:
We are Journeys Through Search, a CRM integration team with 900+ integrations completed. Send your map and we will set up a free call to talk it through: what to connect, what is leaking, and how we would fix it. Honest advice, no obligation.
Your map is saved in this browser as you go. Nothing is sent to us until you choose Send. Please list systems only, no patient or customer details.
The customer journey
Follow one lead from the first click to the ad that found them
Seven stages. We build what makes each one work, and connect them so nothing leaks in between.
- Click
- Lead types
- CRM
- Follow-up
- Conversion
- Reporting
- Back to the ads
It starts with a click, and we keep where it came from
Someone searches, sees your ad or finds your site. Our first-party tracking records the source, campaign, keyword, landing page and ad click ID, and keeps them with that person all the way to the CRM.
They reach out however they like
A call, a form, a chat, a text, WhatsApp, an email or a referral. Every one of them is captured with its source attached, so no channel is a blind spot.
One record in your CRM, not five
Every lead lands in Salesforce, Zoho or your CRM. We match it to anyone already there, so there are no duplicates, assign it to the right person, and set the stage.
Someone responds, fast
Missed calls trigger alerts and a callback list. Texts, emails and reminders go out on time. AI agents summarize calls and flag leads nobody has touched.
- 9:02Call missed
- 9:02Alert sent to the team, added to the callback list
- 9:06Called back, call logged on the record
- 9:40Text follow-up with next steps
- 9:41AI summary of the call added to the record
From inquiry to customer, without re-typing
Insurance checks, intake, admissions, tours or appointments move through clear stages. Your EMR and billing sync both ways with the CRM, so the record stays complete.
One report across every system
Ad spend, calls, CRM stages, admissions and revenue come together in one dashboard. Cost per lead, per qualified lead and per customer, by channel and campaign.
Then we tell the ad platforms who became a customer
Outcomes from your CRM go back to Google, Microsoft and Meta as offline conversions. The ad platforms stop chasing clicks and start finding more people like your best customers. The loop closes, and every month gets sharper.
Where it leaks
Six common leaks, and how we fix them
Missed calls nobody called back
Fix: Callback queues and instant alerts, so every missed caller gets a call.
Forms, chats and WhatsApp that never reach the CRM
Fix: Every channel lands in one CRM with its source attached.
Leads that sit for days
Fix: Automations and AI agents that follow up and flag stalled leads.
Duplicate and missing data
Fix: Clean records, merged duplicates, two-way sync with your EMR and billing.
Ads optimizing for clicks
Fix: Real customers sent back to Google and Microsoft Ads as offline conversions.
Reports nobody trusts
Fix: One dashboard across every system, from a warehouse that keeps the history.
Pick your industry
Built for teams where every lead is a person
Behavioral health
Every missed call can be a missed admission.
- ✓ Admissions and referral tracking
- ✓ Kipu, Sunwave and HiLite integrations
- ✓ VOB and insurance checks
- ✓ Alumni and re-admits
Senior living
Every family deserves a call back.
- ✓ Inquiries to tours to move-ins
- ✓ Call tracking per community
- ✓ Referral partner tracking
- ✓ Occupancy and pipeline reporting
Healthcare practices
Patients call once. If nobody answers, they call someone else.
- ✓ Calls and forms per location
- ✓ Appointments and follow-up
- ✓ EMR and billing integrations
- ✓ Cost per new patient
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Find your integration
Browse our integrations by CRM and by system, with screens from real builds.