Integrations
Send your research to the CRM you already use
Each organization will connect its own CRM through the provider’s own sign-in and approval screen. Senior Care Intel will never ask for your CRM password. None of these connectors works yet.
Salesforce
Planned (launch)Accounts, contacts, opportunities, notes and tasks, where your Salesforce edition allows them.
Not connected. No connector works yet.
HubSpot
Planned (launch)Companies, contacts, deals, notes and tasks, where your HubSpot subscription allows them.
Not connected. No connector works yet.
GoHighLevel
Planned (later)Planned after confirming supported operations, account requirements, costs and permissions.
Not connected. No connector works yet.
Pipedrive
Planned (later)Planned after confirming supported operations, account requirements, costs and permissions.
Not connected. No connector works yet.
How it will work
The integration center is designed now and built after the launch connectors are approved for development.
Connect securely
An organization admin connects through the CRM’s own authorization screen. You can see the connection status and reconnect or disconnect at any time.
Map fields and choose what syncs
A guided setup maps facilities, operators, contacts, opportunities, notes and tasks to the objects your CRM supports. You choose the lists, territories, records and fields, and which system controls each field.
Preview before the first sync
See the records and changes before anything is written. Then sync by hand or on a schedule you set.
See every change
Last successful sync, a reviewable activity history, and clear errors with a retry button.
Rules every connector will follow
Protects your data
- Persistent record IDs and reviewed matching rules to prevent duplicates, including after retries
- Notes, deal stages and corrected data are never overwritten without your setting
- No cascading deletes by default
- Private documents, financial models and sensitive notes stay out unless you choose and authorize them
Never acts on its own
- Connecting a CRM never enrolls contacts in marketing campaigns
- Connecting a CRM never sends outreach
- Contact export follows each data source’s restrictions
- Unsupported operations, extra fees and required CRM plan levels are listed before launch