What is the Keragon Integration (HIPAA Compliant)?

The Keragon Integration connects WhatConverts with Keragon, a HIPAA-compliant automation platform that enables secure workflow automation for businesses handling protected health information. This integration allows you to create automated workflows that trigger on new or updated leads in WhatConverts and perform actions like creating, updating, or retrieving lead data.

Why Use the Keragon Integration?

The Keragon Integration solves critical automation challenges while maintaining HIPAA compliance:

• HIPAA-compliant automation. Automate lead workflows while maintaining compliance with healthcare data protection requirements.
• Secure data handling. Process sensitive patient or customer information within a compliant platform.
• Flexible workflow triggers. Automate actions when new leads are created or existing leads are updated in WhatConverts.
• Bi-directional data sync. Create leads in WhatConverts, update existing leads, or retrieve lead data for use in other systems.
• Healthcare-specific use cases. Ideal for medical practices, healthcare providers, and businesses bound by HIPAA regulations.

Examples of How Businesses Use the Keragon Integration

• Healthcare providers sync lead data between WhatConverts and HIPAA-compliant CRMs or patient management systems.
• Dental offices automatically update lead records with appointment scheduling and quote values.
• Mental health services trigger compliant workflows when potential patients contact them through tracked channels.

What Can Be Automated?

Triggers (when these happen in WhatConverts)

• New Lead: Fires when a new lead is created in WhatConverts
• Updated Lead: Fires when an existing lead is updated

Actions (what Keragon can do with WhatConverts data)

• Get Leads: Retrieve all leads from WhatConverts, with filtering options
• Get Lead: Find a single specific lead by Lead ID
• Create Lead: Add a new lead to WhatConverts from external sources
• Update Lead: Modify existing lead data (quote value, sales value, lead page URL, quotable status)

Important Limitations

Keragon integration has specific field limitations:

• Create Lead uses WhatConverts default fields only, additional custom fields cannot be added
• Update Lead can only modify quote value, sales value, lead page URL, and quotable status
• Other lead fields cannot be updated through Keragon

Related Topics

• Understand the Keragon Integration (HIPAA Compliant)
• Connect Keragon to WhatConverts with API Keys
• Understand the Power of WhatConverts Integrations