Salesforce integrations
Salesforce integrations, built around how leads really arrive
Calls, forms, chats, texts, the EMR, billing and the ad platforms, all landing on the right Salesforce record with the source attached. Pick the system you use to see what we connect and how.
- ✓ Salesforce partner
- ✓ 900+ integrations completed
- ✓ We sign BAAs
EMRs and insurance verification
Admissions in the CRM, clinical in the EMR, and both kept in step.
Call tracking
Every call tied to its source and landed on the right CRM record.
Phone systems
Calls logged on the right record, click to dial, and recordings and notes where reps work.
Prospecting and lead data
Prospects from your data tools into the CRM with the source attached and no duplicates.
Web forms
Form fills become CRM leads with the source attached, not emails in an inbox.
Chat and texting
Chats and text conversations saved to the contact, so nobody starts from zero.
Ads and offline conversions
Send real customers from the CRM back to the ad platforms, so they bid on what sells.
Billing, payments and documents
Billing, payments and signed documents recorded on the right account, so revenue reports match the bank.
Team alerts and case management
Alerts in the channel your team already uses, and cases kept in step with the CRM.
Email marketing
Lists and nurture that follow the CRM, not a spreadsheet export.
Analytics and reporting
Events into GA4 and CRM data into the reports people actually read.
Questions
- Do you build custom integrations?
- Yes. When there is no app that fits, we build the connection through the APIs, with Apex, flows and Lightning components inside Salesforce.
- Can you work in the Salesforce org we already have?
- Yes. We can add integrations, clean up data and rebuild reports in the org you have today.
- How is it priced?
- By project, not by the hour. The first call is free, and you get a project quote after it.
Talk through your project
A free call about your integration, your CRM or whatever you are stuck on. Honest advice, even if you never hire us. No obligation.