Our Health Management Portal includes the option to integrate your HRA data with Salesforce CRM for lead generation. To configure this integration, navigate first to the Integrations area of Portal by clicking the icon on the upper right corner of your screen.
Next, click +Add Partner Integration link.
Under CRM Systems section, locate Salesforce and click on the Connect button.
Complete the fields and click Click to Authorize button. This will open Salesforce. Log in to your Salesforce account and click Allow to enable the data transfer. The word Authorized will appear when the process is complete (this may take a few minutes).
Click the Authorize checkbox on the Portal set up page and Save button.
Once you have the integration connected, navigate to the Follow-Up section of Portal for the HRA(s) you wish to link to Salesforce. Select the Integrations tile.
Next, click the toggle to enable Salesforce integration. Click Return to Plan and Publish your changes to make them live.
You will need to enable the integration within your Follow-Up plan for each HRA you wish to connect to Salesforce.
Note: Custom fields are available for you to set up within Salesforce (e.g., risk levels for each HRA type). For a copy of the data dictionary describing all fields available, please contact your client services representative.