FreeAgent CRM

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

FreeAgent CRM Integration — Automate Patient Outreach & CRM

Sync patient data between FreeAgent CRM and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

40+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with FreeAgent CRM

Lead-to-Patient Pipeline

Try it

When a lead converts in FreeAgent CRM, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

Try it

Trigger FreeAgent CRM email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

Try it

Track referral sources in FreeAgent CRM and measure which channels bring the most new patients.

Set up AI agents with

FreeAgent CRM

Discover popular templates with FreeAgent CRM

Data Sync

Athenahealth to FreeAgent CRM integration

Create FreeAgent CRM contacts from new EHR patients

Try it

Patient Intake

FreeAgent CRM to DrChrono integration

Sync FreeAgent CRM leads to your EHR as new patients

Try it

Data Sync

FreeAgent CRM to Google Sheets integration

Send FreeAgent CRM contact updates to Google Sheets

Try it

Marketing

Healthie to FreeAgent CRM integration

Trigger FreeAgent CRM campaigns from EHR appointment events

Try it

Connect FreeAgent CRM with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

Start for free

Explore FreeAgent CRM triggers and actions

Cevi supports 4 FreeAgent CRM triggers and 5 actions

Contact created

Fires when a new contact is added

trigger

Deal created

Triggers when a new deal is created

trigger

Task completed

Fires when a task is completed

trigger

Email received

Triggers when an email from a contact is received

trigger

Update app record

Updates an app's record

action

Get app fields

Fetches all fields of an app

action

FreeAgent CRM API Capabilities

40+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

40+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

CRM

Contact management
Deal tracking
Activity logging
Pipeline management

Automation

Workflow builder
Email sequences
Task automation
Notifications

Build your FreeAgent CRM automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About FreeAgent CRM

CRM & Patient Engagement

freeagent-crm

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

Endpoints40+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most FreeAgent CRM workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.