Verify Benefits Inside Salesforce
Connect TurboVOB to Salesforce with a native app and point-and-click setup. Verify benefits on any lead, contact, account, or custom object and keep results tied to the record. Use our API to integrate with other CRMs so admissions and billing work from one system.
Request DemoUsed by providers who track census, admit after hours, and need clean handoffs across locations
Qualify Inside CRM
Install the Salesforce app. Place the TurboVOB component on your record pages. Click to run VOB and see results in the record with owner, tags, and next steps. Build reports and dashboards with live data. No duplicate entry. No portal hop.
One Click From the Record
Verify coverage directly on leads, contacts, accounts, and custom objects while the caller is on the line.
Clean Handoffs in Your CRM
Results write back with owner, tags, notes, and time verified so admissions and billing stay aligned.
Reporting Leaders Trust
Use native CRM reports to track active versus inactive coverage, payer mix, and time to first action.
Beyond Salesforce When Needed
Use our API to connect TurboVOB to other CRMs so your process stays in one place.
"Reps verify and view coverage inside Salesforce. Call flow improved and handoffs are clear."
Salesforce Administrator
Behavioral Health Network
12% faster time to first action from the CRM
Keep Momentum Where Intake Already Happens
Your CRM holds referrals, outreach, and history. Adding TurboVOB puts eligibility in the same view so teams qualify faster, capture context once, and keep a clean record for audits and revenue review.
Native Salesforce App
Install the TurboVOB component and place it on standard or custom objects in Salesforce Classic or Lightning. Control access with profiles and permission sets. The app follows your sharing rules and validation logic so eligibility data stays secure.
Real-Time Verification and Write Back
Run VOB from the record page. Results write back immediately with coverage status, benefit details, owner assignment, and timestamp. No switching between systems or copying data manually.
Reports and Dashboards
Build custom reports on verification activity, payer mix, active vs inactive coverage, and time to first verification. Use dashboard components to monitor team performance and identify bottlenecks in real time.
Open API for Any CRM
If you use HubSpot, Zendesk, or a custom-built system, our REST API lets you verify benefits and pull results directly into your workflow. Documentation and technical support included.
Ready to integrate TurboVOB with your CRM?
See how Salesforce integration can streamline your verification workflow
Book Your Demo