InfusionSoft and Healthie
Healthie integrates with InfusionSoft (Keap) as a CRM tool for client engagement and retention.
This feature is currently available as an add-on to our Group Practice & Enterprise Plan for an additional monthly fee.
IN THIS ARTICLE:
Overview of Integration
Healthie makes it easy for providers who use Infusion Soft as their CRM to tag information between the two platforms. With this integration, your contacts in InfusionSoft can be tagged according to certain actions taken in the Healthie platform. Examples include:
- When a client books an appointment within the Healthie platform, it will tag this client in your InfusionSoft CRM
- Integration will automatically add your Healthie patient demographics into IFS (E-mail, phone number, date of birth, name), as you update them in Healthie.
At this time, it is not possible to automatically apply tags based on purchases.
How to set up InfusionSoft & Healthie Integration
- E-mail firstname.lastname@example.org to set this up on your account (depending on your membership level, an additional fee may apply)
- Once you are authenticated by email@example.com, go to https://gethealthie.com/auth_infusionsoft to connect Healthie and Infusionsoft.
- This will If you have any questions about how to do this, please e-mail firstname.lastname@example.org