VerifyTX Zoho integrationVerify benefits from the record admissions already works in
Admissions works in Zoho CRM. Benefits are checked in VerifyTX. We connect them, so a VOB runs from the Zoho record, the outside verification team gets an email from Zoho, and the VOB summary and attachment post to your Microsoft Teams VOB channel.
- VerifyTX VOBs run from Zoho CRM
- VOB emails from Zoho to your outside verification team
- VOB summary and attachment posted to a Microsoft Teams channel
900+ integrations completed · We sign BAAs
- • VOB request
- • VOB email
- • VOB summary
- • VOB attachment
Verifications passed around by hand
Without an integration, admissions re-types the policy into VerifyTX, emails the verification team from a personal inbox, and shares the result in chat by hand. Details get missed, and nobody knows which VOB is the latest one.
What it does
What the VerifyTX Zoho integration handles
Run VOBs from Zoho
A VerifyTX VOB starts from the Zoho record, so admissions does not re-type the policy in another system.
Email to the verification team
Zoho sends the VOB email to your outside verification team, with the details they need to work it.
Microsoft Teams VOB channel
The VOB summary and attachment post to a Teams channel, so admissions sees the result where the team already talks.
One record for each VOB
The VOB starts on the Zoho record, so the request and the follow-up stay tied to the right person.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect VerifyTX to Zoho CRM.
AimingData that flows
VerifyTX Zoho integration: both directions, field by field
- VOB requestRun from the Zoho record
- VOB emailSent from Zoho to the outside verification team
- VOB summaryPosted to the Microsoft Teams VOB channel
- VOB attachmentPosted with the summary
See your own Zoho CRM + VerifyTX 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
VerifyTX Zoho integration: the hard parts, already solved
Outside verification team
The verification team works outside Zoho, so Zoho emails them the VOB instead of giving them a login.
Result in Teams
The summary and attachment post to one VOB channel, so the team does not hunt through inboxes for the result.
Patient data kept secure
We sign a BAA, and each system only gets the access it needs.
What clients say
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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.
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How it works
How the VerifyTX Zoho integration goes live
- 1
Free call
We look at how admissions runs verifications today, who works them and where the results need to go.
- 2
Mapping
The fields, email and Teams post are mapped and signed off by your team before we build.
- 3
Build and test
Built and tested in your Zoho CRM with real scenarios before it goes live.
- 4
Go live and support
Training for admissions, 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 VerifyTX Zoho integration is for
- Addiction treatment and mental health centers using Zoho CRM and VerifyTX
- Admissions teams re-typing policies into VerifyTX
- Centers that work with an outside verification team
- Teams that share VOB results in Microsoft Teams
VerifyTX Zoho integration FAQ
Can we run VerifyTX VOBs from Zoho CRM?
Yes. The VOB runs from the Zoho record, so admissions does not re-type the policy.
We use an outside verification team. Does that work?
Yes. Zoho sends the VOB email to the outside verification team.
Where do the results go?
The VOB summary and attachment post to a Microsoft Teams VOB channel.
Is this an official VerifyTX app?
No. It is an integration we build for your Zoho CRM.
Is patient data protected?
We sign a BAA, and each system only gets the access it needs.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.