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Patient Copilot Help Center

How to Connect a Patient Copilot Sub-Account with Zapier

Connect your Patient Copilot sub-account to Zapier (via the Patient Copilot Zapier app) to automate lead capture, contact updates, and handoffs without code. This guide explains what the integration is, prerequisites, and how to connect/disconnect a sub-account.

What is Connecting a Sub-Account with Zapier?

Zapier lets Patient Copilot exchange data with thousands of apps. Using the Patient Copilot Zapier app, you authenticate with your Patient Copilot CRM login, then choose which sub-account to connect so Zaps can create/update contacts, move data, and trigger actions.

Key Benefits Connecting a Sub-Account with Zapier

These advantages help you decide when to connect Zapier for process automation.

  • Fast automation: Trigger actions across thousands of apps without custom code.
  • Sub-account scoped: Choose the specific sub-account to keep data clean and separated.
  • Simple auth: Use your Patient Copilot CRM login—no API keys required for this connection.
  • Easy maintenance: Manage or disconnect the Patient Copilot connection from Zapier’s App Connections page.

How To Connect a Sub-Account with Zapier

Follow these steps in Zapier to connect the right sub-account via Patient Copilot. 1. Log in to your Zapier account. 2. On the home screen, click Create > Zaps.

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  1. In the Zap editor, click on the Trigger block and select Patient Copilot from the list of apps.

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  1. Select a TriggerEvent like PipelineStageChanged. 5. Under the Account section of the trigger setup, click on the Sign In button. 6. You will be redirected to the Patient Copilot login screen. Enter your email and password to proceed.

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  1. After logging in, you’ll be prompted to select the sub-account you want to connect with Zapier.

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  1. Once completed, your Zapier account will be successfully connected to the sub-account. You’ll see Patient Copilot listed under “Accounts” in your Zap setup, confirming the integration is active.

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How to Disconnect Patient Copilot from Zapier

  1. On the Zapier home page, click on App Connections in the left-hand menu. 2. Click the three-dot menu (•••) next to Patient Copilot. 3. Select Delete to remove the connection.

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(https://zapier.com/apps/leadconnector/integrations#how-it-works)

Frequently Asked Questions

**Q: Is the Zapier app named “Patient Copilot”? **

In Zapier, use Patient Copilot—it’s the official, whitelabeled Patient Copilot connection. Q: Can I change the connected sub-account later? Yes—add a new Patient Copilot account connection in Zapier and select the other sub-account, then switch the account used in your Zaps. Q: How do I fully disconnect? In Zapier → Apps → App Connections, locate Patient Copilot, open the ••• menu, and Delete the connection. Q: Do I need API keys for this? Not for the standard Patient Copilot connection flow; you sign in with your CRM credentials.

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