Velarya
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Zoho CRM

Available on request
HIPAA-readyWe sign a Business Associate Agreement
Pricing
Connected plan Quoted on the scoping call.
Patient data
Uses patient data
Developer
Velarya
Request this integrationPlans and pricing
What syncs once builtOut of Velarya

  • Member name, email and phonePatient data

    In Zoho CRMRecord in the Zoho CRM Contacts module

    In VelaryaMember profile

  • Points balance and wallet creditPatient data

    In Zoho CRMCustom contact fields marked as health information

    In VelaryaMember wallet

  • Membership purchases and renewalsPatient data

    In Zoho CRMDeal linked to the contact

    In VelaryaMemberships and sales

  • Last visit date and visit countPatient data

    In Zoho CRMCustom contact fields marked as health information

    In VelaryaAppointments and QR check-ins

Members, points and membership sales in your Zoho CRM

Available on request. Our team builds the Zoho CRM connection for your practice after a scoping call. Once built, it keeps Zoho CRM contacts in step with your loyalty program. Points balance, wallet credit and membership status land in fields marked as health information, and each membership purchase can open a deal, so Zoho workflow rules can act on loyalty changes the way they act on any other record update.

  • Creates or updates a Zoho CRM contact for every loyalty member
  • Keeps points balance and wallet credit current in custom fields
  • Opens a deal when a patient buys or renews a membership
  • Marks every patient-data field as health information in Zoho CRM
  • Lets Zoho workflow rules act on loyalty changes
Works with
Member profiles, Points, Wallet credit, Memberships, QR check-ins
Relevant for

Med spas, Dental practices, Spas & wellness, Salons & beauty

Categories

CRM & marketing

How it works

Available on request. Book a call, we scope it against Zoho CRM's published API, build and test it with your team, and it goes live in your account.

  1. Your Zoho CRM admin authorizes the connection from Zoho's sign-in consent screen.

  2. Velarya's signed webhooks tell the connection when a member record, appointment or membership sale changes.

  3. The connection writes the change through the Zoho CRM API to the matching contact or deal.

  4. Before go-live, we agree your API access setting for health fields with your Zoho admin.

Each connection is scoped on a call and quoted separately, and the timeline is agreed on that call.

Questions

About the Zoho CRM connection

Does Velarya integrate with Zoho CRM?

Available on request: our team builds the connection for your practice after a scoping call, using Zoho CRM's published API. Once it is live, points and wallet credit sit on Zoho CRM contacts in fields marked as health information, and membership sales open deals.

Why do we need a Zoho BAA first?

Points, wallet credit and visit history tied to a named patient are protected health information. Zoho says no patient data should flow through any Zoho application until a signed BAA is in place, and you request that BAA from Zoho's legal team.

What if we restrict API access to health fields in Zoho CRM?

Zoho CRM then returns those fields empty through its API. The setting is yours to choose, so we check it with your Zoho admin on the scoping call and design the sync around it.

Does the connection use our Zoho API credits?

Yes. Each call the connection makes draws on your Zoho CRM edition's daily API credits. The allowance depends on your edition and user licenses, and we size the sync to fit inside it.

Can a membership sale show up as a deal?

Yes. When a patient buys or renews a membership in the app, the connection can open a deal on their contact with the plan and amount, so your team sees membership revenue in the Zoho CRM pipeline.

Support

Our team builds and supports this connection.

Patient data

Loyalty records identify your patients, so they go only to a Zoho CRM account covered by Zoho's BAA, into fields marked as health information. Velarya signs its own BAA with your practice, which Zoho asks of any connected app that handles patient data.

“No PHI should flow through any Zoho application until a signed BAA is in place.”

Zoho Corporation Private Limited, zoho.com/hipaa.html, read on

See how we protect patient data.

Requirements
  • Patient data needs Zoho's BAA, which you request from Zoho's legal team. The BAA names the Zoho services it covers, and Zoho CRM is on Zoho's list of services that support HIPAA requirements. Source: zoho.com/hipaa.html, read on .
  • Fields marked as sensitive health data come back empty through the API while the Restrict Data access through API option is on in Zoho CRM's compliance settings. Source: zoho.com/crm/developer/docs/api/v8/get-records.html, read on .
  • Every API call draws on your Zoho CRM edition's daily API credits, which depend on the edition and the number of user licenses. Source: zoho.com/crm/developer/docs/api/v8/api-limits.html, read on .

On our side: the Connected plan.

About Zoho CRM

Zoho CRM is the customer relationship management app from Zoho, used to track leads, contacts and deals and to automate follow-ups with workflow rules. It is sold in several editions.

Resources
Last verified

· Zoho CRM facts on this page were checked against zoho.com/crm/developer/docs/api/v8, zoho.com/hipaa.html, zoho.com/crm/developer/docs/api/v8/get-records.html, zoho.com/crm/developer/docs/api/v8/api-limits.html.

Trademarks

Zoho and Zoho CRM are trademarks of Zoho Corporation Private Limited. Velarya is independent of Zoho Corporation Private Limited and is not affiliated with, sponsored by or endorsed by Zoho Corporation Private Limited.

The logo shown for Zoho CRM belongs to Zoho Corporation Private Limited and appears here only to identify its product.

Want the Zoho CRM connection for your practice?

Book a call. We scope the Zoho CRM connection against Zoho CRM's published API and agree the timeline with your team.

Request this integration