Welcome letters, packing lists, invoices, referral follow-ups and outreach, written once as templates in Salesforce. Merge fields pull the name, facility, dates and details from the record, letterhead and signatures keep every email on brand, and Outlook or Gmail is connected so the conversation is saved where your team works.
900+ integrations completed · Salesforce partner · We sign BAAs
How it works
Each email your team sends by hand becomes a template with merge fields
Reps pick a template from a button, check it and send
The email and the replies are logged on the lead, contact or opportunity
A template is only as good as its merge fields. We match every placeholder to the right field on your objects, including custom fields, so the email fills in the patient or customer name, the facility, the dates and the details without anyone typing them.
Letterhead and signatures carry your brand. Where you run more than one facility or brand, each gets its own letterhead and its own set of templates, so a welcome letter from one location does not go out with another location's logo.
Sending should be fast. We add a template button to the record page, so reps pick the right email in one click. Flows can send templates on their own when a record changes, like a welcome email when a stage moves.
Outlook or Gmail is connected to Salesforce, so emails sent from the inbox and the replies that come back are saved on the record next to calls and texts.
What's included
Welcome letters, packing lists, intake follow-ups, invoices, referral emails and outreach, set up as Salesforce email templates.
Every placeholder matched to the right standard or custom field, and tested on real records.
Branded letterhead designed and set up, with a version for each facility or brand.
Consistent signatures for every user, with the fields each team needs.
A Lightning Web Component on the record page that lists the right templates and sends in one click.
Flows that send a template when something changes, like a stage moving or a record marked alumni.
Templates for referral partners and events, sent to lists of contacts from Salesforce.
Your inbox connected to Salesforce, so sent emails and replies are logged on the record.
Old and duplicate templates retired, and the rest organized in folders your team can find.
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. Show us the emails your team sends by hand, and we show you how they would work as templates in Salesforce.
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How it works
We look at the emails your team sends and where the details come from.
Priced by project, not by the hour. You approve before we start.
Templates, letterhead, signatures and buttons built and tested on real records in a sandbox.
Deployed to production, with your team shown how to send and edit templates.
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. Merge fields can pull standard and custom fields from the record and its related records.
Yes. Each facility or brand can have its own letterhead and its own templates.
Yes. Flows can send a template when a record changes, like a stage moving or a box being checked.
Yes. Once your inbox is connected, sent emails and replies are logged on the matching record.
Yes. Blank spots mean a merge field points to the wrong place or an empty field. We match each one to the right field and test it.
Yes. We sign BAAs for healthcare work.
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.
