Push every admissions lead into your CRM — automatically.
Your coordinator captured the lead. Now it needs to be in your CRM. Chatref sends every inquiry detail to Kipu, Behave Health, or your system of choice the moment the conversation ends — no copy-pasting.
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Why it matters
The problem this solves.
The challenge
Coordinators manually copy lead details from chat into the CRM after every conversation.
What it costs
Data entry takes time, introduces errors, and delays the follow-up that wins the admission.
The Chatref way
Chatref pushes structured lead data into your CRM the moment the chat ends — automatically.
The Chatref solution
How Chatref integrates with admissions CRMs.
A family completes a chat with Chatref. The moment the conversation ends, all captured details — name, contact, insurance carrier, program interest, and urgency level — are pushed as a structured record into your CRM via custom actions. Your coordinator opens a pre-populated
Real questions
What Chatref answers here.
Does Chatref integrate with Kipu Health?
How does lead data get into our admissions CRM?
Can Chatref push data to our EHR system?
What fields does Chatref capture and send to our CRM?
How long does it take to set up a CRM integration?
Can we use a webhook to receive lead data?
Loved by support teams
Admissions teams, eliminating data entry lag.
How rehabilitation centers use Chatref to push every lead into their CRM automatically.
Our coordinators used to spend 15 minutes per lead copying chat details into Kipu. Chatref pushes everything automatically now. That time went back to making follow-up calls — and our speed-to-contact dropped from 4 hours to 20 minutes.
Lead data arrives in our CRM pre-populated and correctly structured. Our admissions team opens a record and calls — no clicking between tabs, no transcription.
We configured the integration in an afternoon. Now every lead captured by Chatref — from web, SMS, or social — flows into the same CRM pipeline automatically.
faster speed-to-contact when lead data flows directly into the CRM
After-hours leads that used to sit in a voicemail until morning now arrive in our CRM the moment Chatref captures them — ready for our first-shift coordinator.
What CRM software do addiction treatment centers use with Chatref?
Chatref integrates with Kipu Health, Behave Health, and any CRM or EHR with an API or webhook endpoint — via custom actions configured without code.
How do rehab centers track inbound leads from their website using Chatref?
Every chat conversation creates a structured lead record — with contact details, program interest, insurance carrier, and urgency — that flows into your CRM automatically when the chat ends.
What fields does Chatref capture and push to the CRM?
Name, contact number or email, inquiry type, insurance carrier, substance or condition if shared, urgency level, and the full conversation transcript — all configurable.
How long does CRM integration setup take?
Most integrations are live in an afternoon. Configure your custom action with the CRM's API endpoint and field mapping — no developer required for standard integrations.
Can the integration handle leads from multiple channels — web, SMS, social?
Yes. All channels feed into Chatref's shared inbox and push to the CRM through the same integration — one consistent record regardless of where the inquiry originated.
Stop copying leads into your CRM by hand.
Configure Chatref's custom actions to push every captured lead into Kipu, Behave Health, or your CRM automatically — free to start.
Part of Chatref for Rehabilitation Centers · Healthcare hub · pricing.