Kipu + Zoho CRM integrationKipu and Zoho CRM, working as one system
Admissions works in Zoho. Clinical works in Kipu. We connect them both ways, so a patient is created in Kipu from Zoho with one click, and admits, discharges and program history come back to Zoho without anyone re-typing them.
- "Send to Kipu" from the Zoho record creates the patient in Kipu
- Admit and discharge dates, discharge types and program history back in Zoho
- Referral sources kept in sync in both systems
900+ integrations completed · We sign BAAs
- • New patient and admission
- • Demographics and contact details
- • Admit date and time
- • Referral source
- • Admit and discharge dates
- • Discharge type
- • Program history
- • Patient updates
Two systems, one patient, typed in twice
Without an integration, admissions copies every patient from Zoho into Kipu by hand, and Zoho never learns who admitted, who left against medical advice or who completed treatment. Reports and alumni follow-up end up running on stale data.
What it does
What the Kipu + Zoho CRM integration handles
"Send to Kipu" button
Creates the patient and admission in Kipu from the Zoho record, so admissions stops re-typing facesheets.
Admits and discharges kept current
Admit and discharge dates update in Zoho on a schedule, so stages and reports stay current.
Discharge types and program history
Completed treatment, transferred, or left against medical advice: the discharge type and the full program history come into Zoho.
AMA handling
Patients who leave against medical advice are flagged in Zoho, so the team follows the right documentation and follow-up steps.
Referral sources both ways
Referral sources stay matched between Kipu and Zoho, so referral partners get credit for the admissions they send.
Alumni follow-ups
Discharges update Zoho reporting automatically, which starts alumni follow-up without manual work.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Kipu to Zoho CRM.
AimingData that flows
Kipu + Zoho CRM integration: both directions, field by field
- New patient and admissionCreated in Kipu from the Zoho record
- Demographics and contact detailsMapped field by field, signed off before the build
- Admit date and time
- Referral source
- Admit and discharge datesSynced on a schedule
- Discharge typeCompleted, transferred, left against medical advice
- Program history
- Patient updatesIncluding details like SSN where your process needs it
- Referral source and the Kipu patient ID
See your own Zoho CRM + Kipu map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Kipu + Zoho CRM integration: the hard parts, already solved
Re-admits
A master Kipu ID on the Zoho record keeps returning patients tied to the same person instead of creating duplicates.
Historical patients
Past Kipu patients are loaded into Zoho once, so reporting starts with full history.
Mismatch summary
A summary email lists records that do not match between Kipu and Zoho, so they get fixed instead of drifting.
Errors you can see
Failed syncs are caught and fixed, not lost quietly, and the sync itself is hardened against bad data.
Patient data kept secure
Built for HIPAA: we sign a BAA, credentials are stored encrypted, and each system only gets the access it needs.
What clients say
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How it works
How the Kipu + Zoho CRM integration goes live
- 1
Free call
We look at how admissions and clinical work today and map the data between Zoho and Kipu.
- 2
Field mapping
A mapping document and diagram for every field, signed off by your team before we build.
- 3
Build and test
Built and tested against your Kipu account with real scenarios before it goes live.
- 4
Go live and support
Training for admissions, then go live with monitoring and support.
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.
Who the Kipu + Zoho CRM integration is for
- Addiction treatment and mental health centers using Zoho CRM and Kipu
- Admissions teams tired of re-typing patients into Kipu
- Teams that want discharge types and program history in Zoho for alumni work
- Leaders who need admit and discharge reporting they can trust
Kipu + Zoho CRM integration FAQ
Do we need Kipu API access?
Yes. Kipu currently charges $250 a month for API access, paid directly to Kipu, and the application takes 7 to 10 days. We help you apply and set up the connection.
What happens to patients already in Kipu?
We can load historical Kipu patients into Zoho once, so your reports include them.
How do you handle re-admits?
A master Kipu ID on the Zoho record ties a returning patient to the same person, so you do not get duplicates.
Is it HIPAA compliant?
We build it to HIPAA standards and sign a BAA. Access is limited to what each system needs, and credentials are stored encrypted.
How is it priced?
By project, not by the hour. The first call is free. If you want something specific first, we start with a 3-hour starter that ends in a clear deliverable. Then you get a project quote.