ModMed Zoho CRM integrationBook in ModMed from Zoho, and see which inquiries became visits.
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 Zoho CRM record, and appointment status and revenue come back from ModMed into Zoho, onto the record where the inquiry started.
- New patients and appointments created in ModMed from Zoho CRM
- Appointment status brought from ModMed into Zoho
- Revenue from ModMed on the same record
- Inquiries by location and source. We sign a BAA.
900+ integrations completed · We sign BAAs
- • Appointment status
- • Revenue
- • New patient
- • New appointment
Booked in one system, tracked in another
Without an integration, the front desk types each new patient into ModMed by hand, and Zoho does not show whether the patient booked, came in or brought in revenue. Marketing cannot tell which campaigns fill the schedule, and owners cannot compare locations on the same numbers.
What it does
What the ModMed Zoho CRM integration handles
Book in ModMed from Zoho
New patients and new appointments are created in ModMed from the Zoho CRM record, so nobody types them in twice.
Appointment status in Zoho
Appointment status comes back from ModMed into Zoho, so the record shows whether the inquiry became a visit.
Revenue on the record
Revenue from ModMed is brought into Zoho, 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.
Reports by 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 Zoho CRM.
AimingData that flows
ModMed Zoho CRM integration: both directions, field by field
- New patientCreated in ModMed from the Zoho record
- New appointmentBooked in ModMed from Zoho
- Appointment statusOn the record where the inquiry started
- RevenueBy location and by source
See your own ModMed + Zoho CRM 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 Zoho CRM 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 Zoho CRM 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 Zoho CRM 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 and test
The integration built and tested with sample records before it touches live patients.
- 4
Train and go live
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 Zoho CRM integration is for
- Multi-location specialty practices using Zoho CRM and ModMed
- Allergy, dermatology, ENT, gastroenterology, OBGYN and ophthalmology practices
- Orthopedics, pain management, plastic surgery, podiatry and urology practices
- Front desks typing new patients into ModMed by hand
- Marketing teams that need inquiries tied to visits and revenue
ModMed Zoho CRM integration FAQ
Is it two-way?
Yes. New patients and appointments are created in ModMed from Zoho CRM, and appointment status and revenue come back from ModMed into Zoho.
What do you bring back from ModMed?
Appointment status and revenue, so Zoho shows which inquiries became visits and what they were worth.
Can we see results by location?
Yes. Inquiries, appointments and revenue are tracked by location and source.
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 Zoho CRM.
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.