Marketing & CRM

Formisoft + Freshsales

CRM with AI-based lead scoring and sales automation. Connect Formisoft to Freshsales and sync patient intake data automatically — HIPAA compliant, no code required.

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How it works

Build your intake form

Create patient intake forms in Formisoft with AI, templates, or from scratch.

Connect Freshsales

Link your Formisoft account and Freshsales, then map your data fields.

Data flows automatically

When patients submit forms, their data syncs to Freshsales in real time — no manual entry.

What you can automate

Add new patients to Freshsales from intake form submissions

Sync patient data and preferences to marketing lists

Trigger welcome email sequences after intake completion

Update contact records with information from intake forms

Track patient acquisition sources via intake form data

Segment patients in Freshsales based on intake responses

HIPAA-compliant integration

All data between Formisoft and Freshsales is transmitted through HIPAA-compliant infrastructure. End-to-end encryption, audit logging, and BAA included. Your patient data never touches unsecured systems.