CRM integration guides

Connect GLPConvert with your CRM so every intake lead flows into the same pipeline your team already runs.

H

HubSpot

Send GLPConvert intake leads to HubSpot CRM in real time for follow-up sequences and pipeline tracking.

Contact creation
Deal tracking
Email sequences
Lead scoring
S

Salesforce

Push GLPConvert intake responses to Salesforce as Leads or Cases for your existing patient acquisition workflows.

Lead management
Opportunity tracking
Custom objects
Workflow automation
A

Airtable (external only)

No in-app Airtable sync. Leads live in our database; use a CRM webhook or your own tools if you want Airtable.

Database is source of truth
Webhook to your stack
Optional manual export
🔧

Custom Integration

Need a specific CRM or custom solution? We can build it for you.

What We Offer

Custom Development
API Integration
Data Migration
Ongoing Support