Connect Epic and Salesforce — HIPAA-Compliant, No Code

Knack Health connects Epic to Salesforce with automated workflows built for healthcare teams. Sync clinical records with your CRM, track referrals, and run compliant patient outreach — no developers, signed BAA included.

Trusted by hundreds of healthcare organizations. Signed BAA included.

What You Can Do When Epic Connects to Salesforce

Epic manages your clinical records and care workflows. Salesforce manages your relationships, referral pipeline, and patient outreach. Knack Health automates the handoff between them — HIPAA-compliant, no code.

New Epic patient → Salesforce contact and account created

When a patient record is created or updated in Epic, Knack automatically creates or updates the corresponding Salesforce contact — keeping your CRM current without manual entry.

Referral received in Salesforce → routed to Epic intake

Referrals and new patient leads captured in Salesforce are automatically pushed to Epic, creating a pending intake record for your clinical team.

Appointment milestones → Salesforce opportunity stage updated

Key appointment events in Epic — scheduled, confirmed, completed — trigger automatic Salesforce opportunity or activity record updates to keep your pipeline accurate.

Care gaps identified → Salesforce outreach campaign triggered

When Epic data flags a patient as overdue for a visit or follow-up, Knack triggers a Salesforce campaign enrollment to initiate re-engagement outreach.

Set Up in Minutes. No Developers Required.

Build your healthcare app

Use Knack’s no-code builder — or AI — to create the app your team actually needs. Patient intake, care coordination, scheduling, billing — start from a template or build from scratch.

Connect with Flows

Add a Flow inside your Knack app to connect to Epic or Salesforce. Choose your trigger, set your actions, and map your data fields. No code required.

Automate and run

Your workflow runs automatically from that point on. Every step is logged, HIPAA-compliant, and visible in your Flows dashboard.

What Healthcare Teams Automate with Knack Health

Patient Data: Epic records flow into Salesforce automatically

New patient intakes, demographic updates, and visit records in Epic sync directly to Salesforce contacts and accounts — no duplicate entry, no data lag.

Referrals: Close the loop between Salesforce pipeline and Epic intake

Referral records created in Salesforce are automatically routed to Epic as intake records, so your clinical team always has what they need before the first appointment.

Outreach: Trigger Salesforce campaigns from clinical events

Epic appointment completions, no-shows, and care gap flags automatically enroll patients in targeted Salesforce outreach sequences — re-engagement, follow-up, and preventive care reminders.

Reporting: Connect clinical outcomes to CRM performance data

Sync Epic visit and outcome data into Salesforce to build reports that link clinical activity to referral sources, outreach campaigns, and patient lifetime value.

HIPAA Compliance Built Into Every Connection

Every workflow you run through Knack Health is covered — encrypted, logged, and backed by a signed BAA.

Ready to connect Epic and Salesforce?

Start building for free — no credit card required. Or talk to our team about your specific workflow.

HIPAA plans start at $625/month. Includes signed BAA, encrypted data, and record change logs.

Connect Epic with Salesforce FAQs

Is this integration HIPAA-compliant?

Yes. All connections built through Knack Health run on our HIPAA-compliant infrastructure. Every HIPAA plan includes a signed Business Associate Agreement, encrypted data handling, and record change logs.

Do I need developers to set this up?

No. Knack Flows uses a visual, no-code builder. You connect [EHR] and [CONNECTOR] by selecting triggers and actions from a menu — no API keys, no code, no engineers required.

How long does setup take?

Most integrations are live in under an hour. Complex multi-step workflows may take a few hours depending on your data mapping requirements.

Is Salesforce HIPAA-compliant when connected to Epic through Knack?

Salesforce offers a HIPAA-eligible configuration, but compliance depends on how PHI is handled end-to-end. When the connection runs through Knack Health, all data in transit is encrypted, every movement is logged, and a signed BAA with Knack covers the workflow. We recommend confirming your Salesforce instance is also configured for HIPAA before syncing patient data.

Can this work for health systems that use Epic across multiple sites?

Yes. Knack Health workflows can be configured to handle multi-site Epic environments — routing records to the correct Salesforce account or territory based on site, provider, or patient criteria. Contact our team to discuss your specific setup.