We know that many of our customers use a variety of patient management and customer relationship management tools to run their practice. As a result, we are always looking for ways to integrate DoctorLogic into those applications to add additional value to your existing business workflows.
This is exactly why we built our new integration with Salesforce, one of the leading providers in the CRM space. Now when new leads fill out a form on your website they will be automatically synced into your Salesforce account.
No more exporting and importing. No more tedious, manual data entry. After a one-time set up you can sit back and let the automation handle the rest!
- Our team will walk you through the step-by-step process to get the integration configured
- Once leads fill out the form on your site, the data will populate inside your DoctorLogic account and then be instantly added into your Salesforce account
- Create custom reports inside Salesforce to organize your new leads and then follow up