CRM Connector
Optimize and streamline your lead generation and customer support processes
Hx CRM Connector
The Healthx CRM Connector provides a growing library of API integrations that can create and modify data objects in your customer relationship management system (CRM). Your operational, sales and marketing teams can now take full advantage of your CRM to grow your membership and deliver an exceptional experience for your current members, providers, employers and brokers.
Grow your membership by capturing leads from prospective members who
visit your member portal to learn about your products and plans. Having these leads in your Salesforce CRM helps your marketing and sales teams engage, nurture and convert your prospects into members.
Increase trust and satisfaction with your members, providers, employers and brokers by streamlining the customer support process. Give your customer support representatives the ability to work in their primary tool, the CRM, to manage support cases.
Features
Automatically create Salesforce leads via the Salesforce API based on interest in the content you make available on your member site.
User inquiries, requests for information and provider registrations can automatically trigger case creation via the Salesforce API. The cases are assigned to an employee, such as a customer support representative for follow-up.
Salesforce contacts can be automatically created or updated via Salesforce API using the member eligibility data housed in the Healthx platform.
Link directly to the Healthx Admin portal from Salesforce, allowing one-click access to all the relevant information and Hx administrative tools.
Talk to an Expert
Learn more about Hx CRM Connector or any other of the wide-array of Healthx products and add-ons.