Marketing & CRM

Formisoft + Zoho CRM

Sales CRM for managing customer relationships. Connect Formisoft to Zoho CRM 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 Zoho CRM

Link your Formisoft account and Zoho CRM, then map your data fields.

Data flows automatically

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

What you can automate

Add new patients to Zoho CRM 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 Zoho CRM based on intake responses

HIPAA-compliant integration

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