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Connect ModMed and Salesforce — HIPAA-Compliant, No Code

Knack Health connects ModMed to Salesforce with automated workflows built for healthcare teams. Sync patient records, automate referral tracking, and run compliant CRM workflows from ModMed — no developers, signed BAA included.
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ModMed, Knack Health, and Salesforce Integration
Trusted by hundreds of healthcare organizations. Signed BAA included.

What You Can Do When ModMed Connects to Salesforce

ModMed manages your clinical records and specialty practice workflows. Salesforce manages your referral pipeline, relationships, and patient outreach. Knack Health automates the data flow between them — HIPAA-compliant, no code.

New ModMed patient → Salesforce contact and account created

When a new patient is added to ModMed, Knack creates a matching Salesforce contact and account — keeping your CRM current without manual data entry.

Referral logged in Salesforce → routed to ModMed intake

New patient referrals captured in Salesforce are automatically pushed to ModMed as pending intake records — so your clinical team is prepared from day one.

Visit completed in ModMed → Salesforce opportunity updated

When a visit is marked complete in ModMed, Knack updates the corresponding Salesforce opportunity or activity record — keeping your pipeline accurate without manual updates.

Care gap in ModMed → Salesforce outreach campaign triggered

When a patient is flagged as overdue in ModMed, Knack triggers a Salesforce campaign enrollment to initiate re-engagement outreach automatically.
ModMed, Knack Health, and Salesforce Integration

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 ModMed 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

ModMed Salesforce Integration - Patient Data

Patient Data: ModMed records syncing to Salesforce automatically

New patients, demographic updates, and visit records in ModMed flow to Salesforce contacts and accounts automatically — no duplicate entry, no stale CRM data.
ModMed Salesforce - Referrals

Referrals: Close the loop between Salesforce pipeline and ModMed

Referrals created in Salesforce are automatically sent to ModMed as intake records — so your clinical team is always prepared and your referral pipeline is fully accounted for.
ModMed Salesforce - Outreach

Outreach: ModMed clinical events trigger Salesforce campaigns

Visit completions, no-shows, and care gap flags in ModMed automatically enroll patients in Salesforce outreach sequences — re-engagement and follow-up campaigns on autopilot.
ModMed Salesforce Integration - Reporting

Reporting: Connect ModMed clinical volume to Salesforce revenue data

Link ModMed appointment data to Salesforce records through Knack to report on revenue by referral source, outreach performance, and patient retention in one view.

HIPAA Compliance Built Into Every Connection

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

Signed BAA

Included on every HIPAA plan. No negotiating, no waiting.

Encrypted Data

All data encrypted in transit and at rest on every plan.

Role-Based Access

Control exactly who can view, edit, or trigger each workflow.

Record Change Logs

Every action is logged with a timestamp and user ID. Always on.

SOC 2 Type II Certified

Independently verified security controls across the platform.

Ready to connect ModMed and Salesforce?

Start building for free — no credit card required. Or talk to our team about your specific workflow.
Book a Demo
Request Free Trial
HIPAA plans start at $625/month. Includes signed BAA, encrypted data, and record change logs.

FAQs: Connect Salesforce and ModMed

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.

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

Most integrations are live in under an hour. Complex multi-step workflows may take a few hours depending on your data mapping requirements.
Salesforce offers a HIPAA-eligible configuration on qualifying plans and signs BAAs with healthcare organizations. When the workflow runs through Knack Health, all data is encrypted in transit and logged. Confirm your Salesforce instance has a BAA in place before syncing PHI from ModMed.
Yes. Knack Health workflows can route ModMed records to the correct Salesforce account or territory based on location, provider, or specialty — suitable for multi-site and multi-specialty group practices.