Integrating Birdeye with Enquire by Aline (Formerly Enquire)
Enquire by Aline is a specialized customer relationship management solution for the healthcare industry, operating on a cloud-based platform. It enables businesses to capture leads, streamline sales operations, and manage referrals effectively. Its centralized dashboard allows users to gain valuable insights and generate customized reports using advanced business intelligence tools. Key features include deposit tracking, ad hoc reporting, texting surveys, scheduling, and alerts/notifications. The software also allows for social media campaign management, creating landing pages, and sending bulk emails. Administrators can configure access permissions and track the patient status using admissions checklists, enhancing overall efficiency in healthcare operations.
Once Enquire by Aline is integrated with Birdeye, Birdeye will pull client information from your CRM once daily. Birdeye collects your clients' first names, last names, email addresses and phone numbers and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using some predefined triggers. Here is the supported trigger for Enquire by Aline:
Trigger Display Name | Trigger Description |
Enquire Completed Activity Trigger |
This trigger is used to process the completed activity associated individual as a customer. |
To set up the initial part of the integration with Birdeye, reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com.
ONBOARDING STEPS
To obtain an API key from Enquire by Aline, clients must go through a specific process. First, they need to request integration with Enquire and sign a Third-Party Agreement (TPA). Once these steps are completed, API access can be granted and updated to include additional PortalIds.
The same API key will be used for all clients. When new clients want to activate the integration, they should follow the steps below.
- Reach out to their Enquire by Aline account manager and request the integration.
- A Third-Party Agreement (TPA) will be generated.
- A client should specify who will be signing on their end.
- Once the Third-Party Agreement (TPA) is signed: API key access will be updated to include the new client’s environment.
The integration team will send the values needed for the integration.
- PortalId
- NameUnique