ModMed Salesforce integrationSee which inquiries became visits, and what each one was worth.
Patients reach your locations by phone, web form and chat, and the front desk books them in ModMed. We connect the two both ways: new patients and appointments are created in ModMed from the Salesforce record, and appointment status and revenue come back from ModMed into Salesforce, onto the record where the inquiry started, so you see which campaigns and locations turn into visits and revenue.
- New patients and appointments created in ModMed from Salesforce
- Appointment status brought from ModMed into Salesforce
- Revenue from ModMed on the same record
- Calls, forms and chat by location and source
- Dashboards for each location. We sign a BAA.
900+ integrations completed · Salesforce partner · We sign BAAs
- • Appointment status
- • Revenue
- • New patient
- • New appointment
Marketing stops at the form fill
Without an integration, Salesforce shows calls, forms and chats, but not whether the patient booked, came in or brought in revenue. That lives in ModMed. Marketing cannot tell which campaigns fill the schedule, and owners cannot compare locations on the same numbers.
What it does
What the ModMed Salesforce integration handles
Book in ModMed from Salesforce
New patients and new appointments are created in ModMed from the Salesforce record, so the front desk does not type them in twice.
Appointment status in Salesforce
Appointment status comes back from ModMed into Salesforce, so the record shows whether the inquiry became a visit.
Revenue on the record
Revenue from ModMed is brought into Salesforce, so each inquiry shows what it was worth.
Inquiries matched to appointments
Appointments are tied back to the inquiry that started them, by location and source.
Calls, forms and chat by location
Every call, form and chat lands on one Salesforce record with its location and source.
Dashboards for each location
Inquiries, appointments and revenue by source and location, with locations compared on the same numbers.
Results sent to Google Ads
Booked appointments or revenue sent back to Google Ads as offline conversions, by campaign and location.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect ModMed to Salesforce.
AimingData that flows
ModMed Salesforce integration: both directions, field by field
- InquiryOne record for each call, form and chat
- LocationThe location the patient contacted
- SourceThe campaign, page or listing behind the inquiry
- New patientCreated in ModMed from the Salesforce record
- New appointmentBooked in ModMed from Salesforce
- Appointment statusOn the record where the inquiry started
- RevenueBy location and by source
See your own ModMed + Salesforce 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
ModMed Salesforce integration: the hard parts, already solved
More than one location
Each inquiry, appointment and revenue figure carries its location, so practice managers see their own numbers.
Inquiry to visit
Appointment status sits on the same record as the call, form or chat, so reports show inquiry to visit by source.
Revenue by campaign
Revenue from ModMed is tied to the lead source that started it, so each campaign is judged on what it brought in.
Fields agreed before the build
A field mapping document between Salesforce and ModMed, signed off by your team and yours to keep.
Patient data kept secure
We sign a BAA, each system gets the access it needs and no more, and logins are stored securely, never exposed to the browser.
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.
How it works
How the ModMed Salesforce integration goes live
- 1
Book a free call
We walk one patient from the first call to the visit, and look at what your team needs to send to ModMed and get back from it.
- 2
Field mapping
A field mapping document for patients, appointments, appointment status, revenue and locations, signed off by your team before we build.
- 3
Build in a sandbox
The integration and dashboards built and tested in a Salesforce sandbox.
- 4
Test, train and go live
QA with real scenarios, training for your team, then go live with 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 ModMed Salesforce integration is for
- Multi-location specialty practices using Salesforce and ModMed
- Allergy, dermatology, ENT, gastroenterology, OBGYN and ophthalmology practices
- Orthopedics, pain management, plastic surgery, podiatry and urology practices
- Marketing teams that need inquiries tied to visits and revenue
- Owners comparing locations on the same numbers
ModMed Salesforce integration FAQ
Is it two-way?
Yes. New patients and appointments are created in ModMed from Salesforce, and appointment status and revenue come back from ModMed into Salesforce.
What do you bring back from ModMed?
Appointment status and revenue, so Salesforce shows which inquiries became visits and what they were worth.
Can we see results by location?
Yes. Calls, forms, chat, appointments and revenue are tracked by location, with a dashboard for each one.
Which practices do you work with?
Multi-location specialty practices, such as allergy, dermatology, ENT, gastroenterology, OBGYN, ophthalmology, orthopedics, pain management, plastic surgery, podiatry and urology, and practices like them.
Can results go back to Google Ads?
Yes. Booked appointments or revenue can be sent back to Google Ads as offline conversions.
Is this a ModMed product?
No. It is an integration we build and set up for your Salesforce org.
Do you sign a BAA?
Yes. We sign a BAA, limit each system to the access it needs, and store logins securely, never exposed to the browser.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.