Freshsales

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

Freshsales Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

80+

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 Freshsales

Lead-to-Patient Pipeline

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

Automated Follow-Up Campaigns

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

Referral Tracking

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

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Freshsales

Discover popular templates with Freshsales

Data Sync

Athenahealth to Freshsales integration

Create Freshsales contacts from new EHR patients

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Patient Intake

Freshsales to DrChrono integration

Sync Freshsales leads to your EHR as new patients

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Data Sync

Freshsales to Google Sheets integration

Send Freshsales contact updates to Google Sheets

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Marketing

Healthie to Freshsales integration

Trigger Freshsales campaigns from EHR appointment events

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Connect Freshsales 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

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Explore Freshsales triggers and actions

Cevi supports 1 Freshsales triggers and 6 actions

Contact updated

Gets triggered when a contact is updated

trigger

Update contact

Updates a contact

action

Get contact fields

Lists all contact fields

action

Get contacts

Lists all contacts

action

Get contact views

Lists of all contact views

action

Create contact

Creates a contact

action

Freshsales API Capabilities

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

View official API documentation

API Endpoints

80+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

CRM

Contact management
Lead scoring
Deal management
Account management

Communication

Built-in phone
Email tracking
Chat
SMS

Automation

Sales sequences
Workflow automation
Territory management
AI-powered insights

Build your Freshsales automation with AI

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

About Freshsales

CRM & Patient Engagement

freshsales

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

Endpoints80+

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 Freshsales 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.