LeadSquared

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

LeadSquared Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

100+

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 LeadSquared

Lead-to-Patient Pipeline

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

Automated Follow-Up Campaigns

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Trigger LeadSquared 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 LeadSquared and measure which channels bring the most new patients.

Set up AI agents with

LeadSquared

Discover popular templates with LeadSquared

Data Sync

Athenahealth to LeadSquared integration

Create LeadSquared contacts from new EHR patients

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Patient Intake

LeadSquared to DrChrono integration

Sync LeadSquared leads to your EHR as new patients

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Data Sync

LeadSquared to Google Sheets integration

Send LeadSquared contact updates to Google Sheets

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Marketing

Healthie to LeadSquared integration

Trigger LeadSquared campaigns from EHR appointment events

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Connect LeadSquared 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 LeadSquared triggers and actions

Cevi supports 1 LeadSquared triggers and 5 actions

Trigger on lead updated

Triggers on a lead update

trigger

Get lead field properties

Fetches all lead based field properties

action

Update lead

Updates a specific lead

action

Search lead

Searches for a lead

action

Get lead

Fetches a lead based on it's identifier

action

Create lead

Creates a new lead

action

LeadSquared API Capabilities

100+ API endpoints. API Key (Access Key + Secret Key) authentication. Real-time webhooks.

View official API documentation

API Endpoints

100+

Authentication

API Key (Access Key + Secret Key)

FHIR

—

Webhooks

Yes ✓

CRM

Lead capture
Lead scoring
Sales automation
Pipeline management

Marketing

Email campaigns
Landing pages
Marketing automation
Analytics

Patient Intake

Inquiry management
Appointment scheduling
Follow-up automation
Multi-channel capture

Build your LeadSquared automation with AI

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

About LeadSquared

CRM & Patient Engagement

leadsquared

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key (Access Key + Secret Key)

Endpoints100+

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 LeadSquared 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.