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About CRM Integrations

As an additional service, you can add built-in CRM integrations (Customer Relationship Management) to your Health Risk Assessments (HRAs). This allows you to add users from your HRAs directly to a CRM system. We currently support two types of integrations: a real-time API integration and a batch process integration via SFTP.

Why Use a CRM Integration?

A CRM integration allows your organization to:

  • Add contact info, demographic info, self-reported health info, and other segmentation criteria to your database. This info enriches the data you have about your consumers and patient populations.
  • Incorporate users from HRAs into existing marketing campaigns running from your CRM system.
  • Match records from your HRAs with billing data to calculate your actual ROI.

How Real-Time API CRM Integrations Work

Real-time API CRM integrations work by sending data to your CRM system as users complete an HRA. Data is sent over an encrypted (secure) connection to the CRM vendor. This data is used to create a new contact record, which typically includes the user’s contact information and primary result information. The exact information provided will vary depending on the CRM system your organization uses.

How Batch Process CRM Integrations Work

Batch Process CRM integrations work by sending data to your CRM system at scheduled intervals through Secure File Transfer Protocol (SFTP). This interval could be nightly, weekly, or monthly depending on your CRM vendor. The data is then processed by your CRM vendor and appended to your CRM database. At a minimum, a user’s contact information and primary result information will be provided. The exact information provided will vary, depending on the CRM system.

Supported CRM Integrations

HealthGrades CRM
Batch Process
https://www.hospitals.healthgrades.com/hospitals/

Hg Mercury
Real-time API

Evariant via Salesforce Platform
Real-time API
https://www.evariant.com

Influence Health Predict – via Persuade Platform*
Real-time API
https://www.influencehealth.com
*Note: You must have both Influence Health Persuade and Predict CRM platforms to support real-time API integration.

Salesforce CRM
Real-time API
https://www.salesforce.com

Virgin Pulse (formerly Tea Leaves Health)
Real-time API
https://www.virginpulse.com

Hubspot CRM
Real-time API
https://www.hubspot.com

 

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