Salesforce
ReferralMD
Transfer contacts, companies, activities, and more from Salesforce to ReferralMD. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Salesforce to ReferralMD migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The #1 AI CRM
Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.
Highly customizable with AppExchange ecosystem
Connect Every Referral, Every Provider, Every Patient
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
AI-powered referral management and analytics
"Connect Every Referral, Every Provider, Every Patient"
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
Ideal for: Healthcare organizations seeking end-to-end visibility into referral activity, care coordination, and patient engagement with EHR integration capabilities.
AI-powered referral management and analytics
Bidirectional EHR integrations (Epic, Cerner, Meditech)
eConsult and appointment scheduling automation
HIPAA-compliant with SOC2 and PCI certifications
Learn more at
getreferralmd.com
See exactly which data objects transfer from Salesforce to ReferralMD
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Salesforce to ReferralMD.
Explore other popular CRM migrations similar to Salesforce to ReferralMD
Need to go the other way? We support bidirectional migrations.
ReferralMD → SalesforceJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
