Salesforce and Healthie
Healthie integrates with Salesforce as a CRM tool for organizations that use Salesforce for client outreach, engagement and retention.
Overview of Integration
Healthie makes it easy for providers who use Salesforce as their CRM / Sales Engine to push information from Healthie into Salesforce.
Healthie's Standard integration with Salesforce includes pushing the following fields from Healthie to Salesforce:
- First name
- Last name
- Phone number
- Date of Package Purchased
- Name of Package Purchased
Depending on your specific needs, additional fields may be possible to set up (which will be an additional fee).
How to set up Salesforce & 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)
- We will then send you detailed next steps