Marketing & CRM

Formisoft + Salesforce

Enterprise CRM and customer relationship platform. Connect Formisoft to Salesforce 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 Salesforce

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

Data flows automatically

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

What you can automate

Add new patients to Salesforce 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 Salesforce based on intake responses

HIPAA-compliant integration

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