ChiroHD provides a complete lead management funnel, allowing you to manage leads, communicate via text, and even schedule Initial Visits efficiently. By integrating Zapier, you can automate lead flow from various sources into your ChiroHD lead management system.
Step-by-Step Guide to Integrate Zapier with ChiroHD
Step 1: Create a Zapier Account
Go to www.zapier.com.
Sign up for a new account or log in to an existing one.
If you work with a marketing company, check if they already have a Zapier account. Request the email address associated with their Zapier account.
Step 2: Request Your ChiroHD Integration Link
Email [email protected] with:
Your clinic name.
The email address associated with your Zapier account.
ChiroHD Support will send you an invitation link to integrate Zapier with ChiroHD.
Step 3: Accept the ChiroHD Zapier Invitation
Once ChiroHD Support confirms your integration request, check your email for an invitation.
Click "Accept Invite and Start Building Zaps."
Step 4: Configure Zapier in ChiroHD
Log in to Zapier.
Locate your Zapier Webhook in ChiroHD:
Navigate to Settings > Initial Setup > Integrations > Zapier.
Enable the integration by toggling it to “True.”
Start building Zaps to connect your lead sources (e.g., Facebook Ads, Instagram Ads) to ChiroHD’s lead management funnel.
Additional Resources
Zapier Help Center: Zapier Tutorials – Learn how to maximize automation and streamline your workflow.
ChiroHD Knowledge Base: Click the helper icon in your integration settings for a step-by-step guide.
Important Note: Transition to GoHighLevel Integration
While Zapier is still supported, ChiroHD is transitioning to GoHighLevel for a more robust integration. GoHighLevel offers:
Seamless calendar synchronization with ChiroHD.
Automated lead nurturing campaigns.
More advanced lead management features.
If you’re considering a more powerful automation system, we recommend exploring GoHighLevel as an alternative to Zapier.
For more details on setting up lead management dashboards and configurations, refer to our separate tutorial videos available in ChiroHD.