

Connect Zenoti EMR to Salesforce and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect Zenoti EMR and Salesforce to automate crucial parts of your healthcare organization
Common automation use cases
Automated Patient Data Sync and CRM Management:
When a new patient or client is registered in Zenoti, their information is automatically synced with Salesforce to create or update a contact or lead record. Updates in Salesforce, such as address changes or follow-up preferences, sync back to Zenoti in real time. Ensures consistent, up-to-date patient information across both systems, improving communication and enabling personalized care.
Appointment-Based Sales Pipeline Triggers:
When a patient books an appointment in Zenoti, a lead or opportunity is automatically created in Salesforce. If the appointment is completed, it triggers the next stage in the sales pipeline, such as scheduling a follow-up or sending promotional offers. Automates sales workflows, tracks patient engagement, and helps clinics identify upsell or cross-sell opportunities, driving revenue.
Automated Post-Appointment Follow-Ups and Campaigns:
After a patient visit is marked complete in Zenoti, Salesforce triggers a follow-up email or adds the patient to a relevant marketing campaign. These campaigns can promote future services, share health tips, or offer loyalty program rewards. Enhances patient engagement, builds long-term relationships, and improves retention through timely and relevant follow-ups.

- Create guest
- Get countries
- Get guest
- Create opportunity
- Get guests
- Get employees
- Update guest
- Get centers

- Get lead
- Create lead
- Update lead
- Get leads
- Get editable fields
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.