Healthie to GoHighLevel Patient Sync
When a new patient is created or updated in Healthie, this workflow syncs their details into GoHighLevel. If the patient is new, a contact is created with their name, phone, and email. If they already exist, their record is updated — and they're placed in the right pipeline stage so the correct follow-up sequence runs automatically.
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How the automation runs
- A patient is created or updated in Healthie
- Keragon retrieves the patient's name, phone number, and email
- The workflow checks whether the patient already exists as a contact in GoHighLevel
- If new, a contact is created; if existing, their record is updated
- The contact is set to the appropriate pipeline stage to trigger the right follow-up sequence
Is this for you ?
This workflow is built for teams managing patients in Healthie and running outreach in GoHighLevel.
- You use Healthie as your EHR and GoHighLevel for CRM and patient outreach
- Your team manually re-enters new patient details into GoHighLevel
- You want new patients automatically placed in the right pipeline and follow-up sequence
- You're a clinic running clinical care and marketing that need to stay connected
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