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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

Hg Mercury
Real-time API

Evariant via Salesforce Platform
Real-time API

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

Salesforce CRM
Real-time API

Virgin Pulse (formerly Tea Leaves Health)
Real-time API

Hubspot CRM
Real-time API


Learn about Marketing Automation Integrations…
Learn about Other Integrations…

Patient Consent to Communication of Personal Health Information (PHI) through Standard SMS/Text Message and/or Email

Welcome! Your healthcare provider has partnered with HealthAware to help guide you through your care plan.

Who is HealthAware?
HealthAware provides health support programs (HSPs) delivered via standard SMS/text message and/or email. Your HSP is under the direction of your healthcare provider and is designed to support you in your health journey by providing education information related to:

  • Your health support program
  • Behavioral prompts/check-ins
  • Assessments/progress reports
  • Appointment reminders
  • Other health related messages or programs pertaining to my health support program

These HealthAware programs are for educational purposes only. They cannot provide, and are not intended as a substitute for medical care. The programs are automated, and therefore not actively monitored. In the event that medical care is needed, please call your healthcare provider or 911.

Why do I need to accept this patient consent?
HealthAware uses standard SMS/text messages and email messages that are not encrypted to communicate information with you about your HSP. Consequently, there is a risk that an unauthorized third party could view the information being transmitted.

To whom does HealthAware disclose my PHI (Personal Health Information)?
HealthAware only discloses PHI to you and your healthcare provider. HealthAware does not disclose PHI to any other party, such as marketing or sales organizations.

By clicking “accept” on a web page, clicking a link that is clearly labeled as a means of indicating consent, or replying “yes” to my consent prompt via text message, I agree to the following:

I hereby consent and state my preference for HealthAware to communicate with me via SMS/text message and/or email regarding various aspects of my health support program (HSP), which may include my PHI, behavioral prompts/check-ins, assessments and progress reports, appointment reminders, and other health related messages or programs pertaining to my health support program.

I understand that standard SMS/text messaging and email are not confidential methods of communication and may be insecure. I further understand that, because of this, there is a risk that standard SMS/text messaging and email regarding my medical care might be intercepted and read by a third party.

I may revoke this consent in writing except to the extent that HealthAware and/or my healthcare provider has already made disclosures in reliance upon my prior consent. If I do not accept this consent, or if I later revoke it, the commencement, continuation, or quality of my treatment will not be affected, but my enrollment with the HSP delivered by HealthAware will be terminated.