Connect Zenoti EMR to Salesforce and create healthcare automations

Automated Patient Data Sync and CRM Management:

When a new patient or client is registered in Zenoti, their information is automatically synced with Salesforce to create or update a contact or lead record. Updates in Salesforce, such as address changes or follow-up preferences, sync back to Zenoti in real time. Ensures consistent, up-to-date patient information across both systems, improving communication and enabling personalized care.

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Appointment-Based Sales Pipeline Triggers:

When a patient books an appointment in Zenoti, a lead or opportunity is automatically created in Salesforce. If the appointment is completed, it triggers the next stage in the sales pipeline, such as scheduling a follow-up or sending promotional offers. Automates sales workflows, tracks patient engagement, and helps clinics identify upsell or cross-sell opportunities, driving revenue.

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Automated Post-Appointment Follow-Ups and Campaigns:

After a patient visit is marked complete in Zenoti, Salesforce triggers a follow-up email or adds the patient to a relevant marketing campaign. These campaigns can promote future services, share health tips, or offer loyalty program rewards. Enhances patient engagement, builds long-term relationships, and improves retention through timely and relevant follow-ups.