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Salesforce

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Salesforce Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

500+

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 Salesforce

Lead-to-Patient Pipeline

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

Automated Follow-Up Campaigns

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

Set up AI agents with

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Scheduling

Facebook Lead Ads to Salesforce integration

Create new leads in Salesforce from leads in Facebook lead ads

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Marketing

WhatConverts to Salesforce integration

Create new leads in Salesforce from leads in WhatConverts

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Facebook Lead Ads to Salesforce integration

Create new leads in Salesforce from leads in Facebook lead adsConnect Salesforce with the tools you already use

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Data Sync

Athenahealth to Salesforce integration

Create Salesforce contacts from new EHR patients

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Patient Intake

Salesforce to DrChrono integration

Sync Salesforce leads to your EHR as new patients

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Data Sync

Salesforce to Google Sheets integration

Send Salesforce contact updates to Google Sheets

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Connect Salesforce 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 Salesforce triggers and actions

Cevi supports 3 Salesforce triggers and 32 actions

Field updates

Notifies when a field is getting updated

trigger

New or updated object

Notifies when a new object is created or an existing object is updated

trigger

New object

Notifies when a new object is created

trigger

Get user description

Gets user description

action

Update lead

Updates a Salesforce lead

action

Get lead statuses

Retrieves lead status values, optionally filtered by converted status

action

...

Salesforce API Capabilities

500+ API endpoints. OAuth 2.0 authentication. Real-time webhooks.

View official API documentation

API Endpoints

500+

Authentication

OAuth 2.0

FHIR

—

Webhooks

Yes ✓

Contacts

Contact/Lead/Account CRUD
SOQL querying
Bulk API
Custom objects
Record types
Apex triggers

Health Cloud

Patient records
Care plans
Care teams
Clinical data model
EHR integration
Patient timeline
Health scores

Automation

Flow Builder
Process Builder
Apex triggers
Platform events
Change data capture

Communication

Email integration
SMS (via plugins)
Chat
Omni-channel routing

Reporting

Reports/dashboards
Einstein Analytics
Custom reports

Build your Salesforce automation with AI

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

About Salesforce

CRM & Patient Engagement

salesforce

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0

Endpoints500+

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 Salesforce 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.

Yes. Salesforce supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.