Salesforce integrations
Request an integration with Salesforce
Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that enables businesses across various sectors, including healthcare, to manage customer data, interactions, and processes effectively. It offers solutions for sales, service, marketing, and more, helping organizations to streamline operations and enhance customer engagement. Integrating Salesforce with Keragon, can revolutionize healthcare workflows by automating patient data management, appointment scheduling, and personalized patient communication. This synergy allows healthcare providers to leverage Salesforce's robust CRM capabilities alongside Keragon's healthcare-specific automation tools, ultimately improving patient care and freeing up valuable time for healthcare professionals.
Example workflow automation using Salesforce and Keragon
Common automation use cases
Keragon is a powerful and flexible healthcare automation software that enables you to connect Salesforce with all the other tools currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Keragon is a powerful and flexible healthcare automation software that enables you to connect all the API-enabled software currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Patient Acquisition
Appointment Scheduling
Data Syncing
Team Notifications
Patient Intake
Patient Triage
Patient Feedback
Insurance & Billing
Prior Authorizations
Labs & ePrescribing
Care Coordination
Analytics & Reporting
Actions & triggers
You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through Salesforce's API.
- Get lead
- Create lead
- Update lead
- Get leads
- Get editable fields
If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.
Alternatively, if you already have access to Salesforce's API documentation, you can use Keragon's universal HTTP connector and start working with Salesforce's data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.
Connect with Salesforce
Do you need an official connector?
We don't have an official connector yet, but we can build one for you if you have access to the API documentation & a test account.
Alternatively, if you already have working API access, you can use our universal HTTP connector and connect on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.