Connected Ecosystem

Built to Integrate.

IntakeOS connects seamlessly with your existing PMS, CRM, and marketing tools. Unified data for maximum revenue impact.

PMS Integrations

Direct scheduling, patient data, and insurance verification synced with your dental software.

Dentrix

Full scheduling and patient record sync with Dentrix for seamless front-desk operations.

Open Dental

Real-time appointment booking and insurance verification through Open Dental integration.

Eaglesoft

Automated scheduling and patient data management via Eaglesoft connectivity.

CRM & Case Management

Keep your lead data synced and your sales workflows running smoothly.

Salesforce

Lead routing, opportunity tracking, and data sync.

HubSpot

Contact sync, pipeline updates, and workflow triggers.

Clio

Legal case intake, client records, and consultation booking.

PracticePanther

Legal practice management with automated intake sync.

Marketing & Call Tracking Platforms

Track attribution from your ad platforms and analytics tools directly through IntakeOS.

Google Ads

Track which keywords and campaigns drive calls and booked appointments.

CallRail

Call tracking data flows directly into our attribution engine.

Google Analytics

Conversion events and goal tracking synced for complete marketing visibility.

Zapier

Connect to 5,000+ apps with custom automation workflows.

Custom API

Build custom integrations with our REST API and webhooks.

Email Platforms

Mailchimp, Constant Contact, and other email tools for follow-up campaigns.

Get integrated in days, not months

01
STEP 01

Discovery

We map your existing tools and workflows to plan the integration.

02
STEP 02

Configuration

Our team configures connections, maps data fields, and tests end-to-end.

03
STEP 03

Go Live

Seamless launch with ongoing monitoring and optimization support.

Don't see your tool?

We're constantly adding new integrations. Talk to us about your stack.

Get in Touch