ZohoCRM

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

ZohoCRM Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

200+

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 ZohoCRM

Lead-to-Patient Pipeline

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

Automated Follow-Up Campaigns

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

Set up AI agents with

ZohoCRM

Discover popular templates with ZohoCRM

Marketing

Zoho Forms to ZohoCRM integration

Update leads in Zoho CRM when form entries are created in Zoho Forms

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Template

Gravity Forms to ZohoCRM integration

Create new records in Zoho CRM from new activity in Gravity Forms

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Scheduling

Facebook Lead Ads to ZohoCRM integration

Create or update records in Zoho CRM from leads in Facebook lead ads

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Scheduling

Healthie to ZohoCRM integration

Create new notes in Zoho CRM from appointments in HealthieConnect ZohoCRM with the tools you already use

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Data Sync

Athenahealth to ZohoCRM integration

Create ZohoCRM contacts from new EHR patients

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Patient Intake

ZohoCRM to DrChrono integration

Sync ZohoCRM leads to your EHR as new patients

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Connect ZohoCRM 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

...

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Explore ZohoCRM triggers and actions

Cevi supports 2 ZohoCRM triggers and 21 actions

Record updated

Gets triggered when a record is updated

trigger

Record created or updated

Gets triggered when a record is created or updated

trigger

Create note

Creates a note

action

Get modules

Gets all Zoho modules, either standard or custom

action

Create record

Creates a record

action

Get records

Gets a list of records

action

ZohoCRM API Capabilities

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

View official API documentation

API Endpoints

200+

Authentication

OAuth 2.0

FHIR

—

Webhooks

Yes ✓

CRM

Lead management
Contact management
Deal tracking
Account management

Automation

Workflow rules
Blueprint processes
Macros
Assignment rules

Analytics

Custom reports
Dashboards
KPI tracking
Forecasting

Communication

Email integration
Telephony
Social media
Web forms

Build your ZohoCRM automation with AI

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

About ZohoCRM

CRM & Patient Engagement

zohocrm

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0

Endpoints200+

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 ZohoCRM 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.