> For the complete documentation index, see [llms.txt](https://help.doctorlogic.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.doctorlogic.com/docs/extensions/salesforce.md). # Salesforce 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 For additional information please contact --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.doctorlogic.com/docs/extensions/salesforce.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.