Healthcare teams need their calls, forms, chat, texting, EMR and billing connected to Salesforce, without patient information leaking into ad platforms or tools that should not hold it. We sign a BAA, give each connection only the access it needs, and send outcomes out instead of details.
900+ integrations completed · Salesforce partner · We sign BAAs
How we build it
What each system sends, what it receives, and which fields hold patient information
A dedicated integration user per connection, with permissions for its own fields only
Ad platforms and analytics get a conversion and its value, nothing clinical
We sign a business associate agreement (BAA) before we touch patient data. Then we map every connection: which system sends what, which fields hold patient information, and which systems should not receive it at all.
Each integration gets its own integration user in Salesforce, with permissions for the objects and fields it needs and nothing else. Credentials are stored encrypted, and alerts tell your team when a connection fails.
Ad platforms still need to know which ads work. When an insured lead becomes a patient, we send the conversion back as an outcome only: approved, not approved or pending, with a value. No diagnosis, treatment or plan details leave Salesforce.
Texting follows consent. An "Approved to SMS" field on the record is checked before any text goes out, and your web forms carry the opt-in checkbox and consent language to back it up.
We do not certify anyone as HIPAA compliant. We build the integrations the way described here and sign a BAA; your organization stays responsible for its own HIPAA program.
What's included
A business associate agreement in place before we work with patient data.
Every field each system sends and receives, with patient information marked, signed off before we build.
One integration user per connection, with permission sets for its own objects and fields.
Insured leads sent back to ad platforms as conversions with a status and value, and nothing clinical.
Five hidden fields on every form, chat and call: first and last click landing page, first and last click referring domain, and the converting page.
An "Approved to SMS" field enforced before sending, opt-in checkboxes on forms, and consent language on the site.
Clinical data stays in the EMR. Salesforce gets what admissions and reporting need, like admit and discharge dates.
Multi-factor authentication and profiles set up so each user sees what their role needs.
An email when a connection or token fails, so data does not quietly stop flowing.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk through what each of your systems sends to Salesforce and out of it, and tell you honestly what we would change.
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.
How it works
We look at your systems and where patient information flows today.
We sign a BAA, then map each connection and mark the patient fields.
Integrations built with their own integration users and tested away from live data.
Deployed to production, with failure alerts and support after go-live.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. We sign BAAs for healthcare work, before we work with patient data.
Yes. We send the outcome only: approved, not approved or pending, with a value. No diagnosis, treatment or plan details are sent.
No integration does that on its own. We build the connections with limited access and outcome-only data, and sign a BAA. Your organization stays responsible for its HIPAA program.
A Salesforce user created for one integration, with permission to see and change only the fields that integration needs.
An "Approved to SMS" field on the record is checked before any text is sent, backed by opt-in checkboxes on your forms.
Clinical work belongs in the EMR. Salesforce gets what admissions, referrals and reporting need, like admit and discharge dates.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
