LeadSigma

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

LeadSigma Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

15+

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 LeadSigma

Lead-to-Patient Pipeline

Try it

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

Automated Follow-Up Campaigns

Try it

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

Referral Tracking

Try it

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

Set up AI agents with

LeadSigma

Discover popular templates with LeadSigma

Data Sync

Athenahealth to LeadSigma integration

Create LeadSigma contacts from new EHR patients

Try it

Patient Intake

LeadSigma to DrChrono integration

Sync LeadSigma leads to your EHR as new patients

Try it

Data Sync

LeadSigma to Google Sheets integration

Send LeadSigma contact updates to Google Sheets

Try it

Marketing

Healthie to LeadSigma integration

Trigger LeadSigma campaigns from EHR appointment events

Try it

Connect LeadSigma 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 LeadSigma triggers and actions

Cevi supports 3 LeadSigma triggers and 7 actions

New lead received

Fires when a new lead enters the system

trigger

Lead contacted

Triggers when a lead is first contacted

trigger

Lead converted

Fires when a lead converts to a customer

trigger

Create lead

Creates a lead in LeadSigma

action

Find leads

Finds a lead using fuzzy matching

action

Update lead status

Updates the status of a lead to stop or resume automations

action

LeadSigma API Capabilities

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

View official API documentation

API Endpoints

15+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Lead Management

Lead routing
Speed-to-lead
Follow-up automation
Lead scoring

Build your LeadSigma automation with AI

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

About LeadSigma

CRM & Patient Engagement

leadsigma

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

Endpoints15+

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 LeadSigma 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.