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Doctify | Salesforce Integration

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Industry

HealthTech

Challenge

Doctify struggled to align marketing and sales due to manual lead entry into Salesforce, inefficient segmentation and assignment, poor integration between HubSpot and Salesforce that fragmented customer data, and slow sales response times caused by limited instant lead insights.

Results

The integrated solution automated lead flow into Salesforce, improved segmentation and assignment, enabled instant Slack notifications, and ultimately streamlined Doctify’s operations while strengthening efficiency and alignment across the organisation.

Key Service

Salesforce Integration

www.doctify.com/uk
At the office-rafiki-1

About Doctify

Doctify is a healthcare technology company focused on helping people access the best care by increasing transparency in the sector, offering a review platform that gives patients clearer visibility of their options while providing healthcare providers with valuable feedback to support patient-centric care.

 
 

The Challenge

Doctify faced several operational challenges in aligning marketing and sales, including the time-consuming and error-prone manual entry of leads into Salesforce, inefficient segmentation and assignment that slowed sales operations, a lack of synergy between HubSpot and Salesforce that created a fragmented customer view, and slow response times caused by the absence of instant, relevant lead information for the sales team.

Solution

To solve Doctify’s challenges, Inbound FinTech built a seamless HubSpot–Salesforce integration that automated lead generation, streamlined segmentation and assignment through HubSpot workflows, eliminated friction between the two systems, and significantly improved response times with instant Slack notifications—removing manual data entry, ensuring fair and efficient lead distribution, enhancing operational efficiency, and enabling sales reps to respond to new leads much faster.

The Results

  • Automated marketing leads now flow directly into Salesforce, eliminating manual entry and improving accuracy.

  • Streamlined segmentation and lead rotation ensure efficient, fair assignment to the right sales reps.

  • Slack integration provides instant lead notifications, significantly accelerating response times.

  • The integrated solution enhanced overall operational efficiency and strengthened alignment across Doctify’s healthcare technology teams.

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