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
  • Email
  • 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 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

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