Create Salesforce contacts for new clients and add them to campaigns when they enroll in your programs.
Salesforce is a CRM platform for managing contacts and campaigns. When you link the Salesforce Connector, Practice Better creates a Salesforce contact for each new client, tags it by program, and adds the contact to a Salesforce campaign when the client enrolls in a program. Salesforce is available with the Connector Hub add-on on Plus and Team plans. See every Salesforce workflow.
Create contacts automatically — New clients appear in Salesforce without manual entry.
Tag contacts by program — See which program each client belongs to directly in Salesforce.
Add enrolled clients to campaigns — Program enrollments feed the campaign you mapped to that program.
The practice owner connects one Salesforce organization through a one-time authorization. Client sync is practice-wide.
Each practitioner then maps their own programs to Salesforce campaigns. Solo practitioners complete both steps themselves.
A new client creates a contact tagged by program, and a program enrollment adds that contact to a campaign.
Turn on Connector Hub, link your Salesforce organization, and Practice Better keeps contacts and campaigns in sync automatically.
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