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Salesforce API, with Arbol. Your contacts and campaigns, up to date.

Cloud CRMGlobal

What Salesforce is

Salesforce is a software company headquartered in San Francisco that opened in 1999 and pioneered cloud CRM, delivered as a service over the internet.

Its platform covers sales, customer service and marketing. For healthcare it offers Health Cloud, which brings patients' clinical and nonclinical data together in one place.

Keep each patient's information in one place to coordinate appointments, follow-ups and patient services across the organization's departments.

Salesforce API with Arbol

Arbol API

Arbol is already connected to Salesforce: your tech team works with Arbol's API instead of building on Salesforce's.

The Salesforce API

Salesforce's REST API gives other applications access to CRM data: it can query, create and modify records and run operations at large scale.

Salesforce documentation (opens in a new tab)

What Arbol does with Salesforce

  • Brings contacts and the outcome of every conversation into Salesforce.
  • Your team builds campaigns with real patients, not stale lists.
  • Every step stays on record, with its channel and time.

How Salesforce connects to Arbol

  1. An administrator at your organization connects the Salesforce account from Arbol.

  2. Your team decides which data syncs and what for.

  3. Arbol keeps contacts and conversations up to date, with no spreadsheet exports.

Questions about Salesforce

Does Salesforce have an API?

Salesforce's REST API gives other applications access to CRM data: it can query, create and modify records and run operations at large scale. Arbol is already connected to Salesforce: your tech team works with Arbol's API instead of building on Salesforce's.

Does Arbol have a partnership with Salesforce?

No. Salesforce is a trademark of its owner and does not sponsor or endorse Arbol. Arbol works on your organization's side, with the processes and accounts you already have with Salesforce.

What happens to patient data?

They are health data, sensitive under your country's data protection law: processed for a stated purpose, with the patient's authorization and with security measures, encryption and isolation per organization. Every conversation is recorded and exportable.

Let's look at your operation with Salesforce.

A 30-minute demo with your team: how you work today, what we connect first and how long it takes. You leave with a written proposal.

In Bogotá, at any hour. Arbol is answering.

Phone, WhatsApp, text, email and web chat.

Three patients need you today.

Book 30 minutes and let's find yours.

A video call with our team of physicians, nurses and engineers, using your own cases: your patients, your schedule and your channels.

Or pick a day

support@getarbol.com

In Bogotá, at any hour. Arbol is answering.