Greyfinch is a cloud-based orthodontic practice management platform that helps practices manage patient records, appointments, treatment plans, billing, and patient communication. It supports single- and multi-location orthodontic practices through a centralized platform. Connecting Greyfinch with Birdeye helps streamline patient communication and enhance the patient experience.
With this integration, businesses can:
Boost reviews – Automatically send review requests after each patient interaction to collect feedback effortlessly.
Stay connected – Engage with patients via messaging, web chat, or mass texting-all from one place.
Simplify operations – Easily manage appointments and contact syncing, saving time and effort.
Gain insights – Use survey data, benchmarking, and sentiment analysis to drive smarter decisions.
Supported Integration Triggers for Greyfinch Integration:
Appointment status updated - Activate this trigger to automatically add patient contact details to Birdeye when an appointment in Greyfinch changes to a status configured in Birdeye.
Appointment booked – Activate this trigger to automatically add patient contact details to Birdeye when an appointment is marked as booked in Greyfinch
Appointment missed - Activate this trigger to automatically add patient contact details to Birdeye when an appointment is marked as missed in Greyfinch
Appointment cancelled - Activate this trigger to automatically add patient contact details to Birdeye when an appointment is marked as cancelled in Greyfinch
New patient added - Activate this trigger to automatically add new and existing patients' contact details from Greyfinch to Birdeye.
Appointment created or updated - Activate this trigger to automatically sync appointment details created or updated in Greyfinch to Birdeye.
Appointment created or rescheduled - Activate this trigger to automatically sync appointment details created or rescheduled in Birdeye to Greyfinch.
Navigating to Greyfinch CRM
Log in to the Birdeye dashboard and navigate to Settings > Integrations > All Apps. Select Greyfinch to connect. You’ll see integration benefits, pricing, and compatibility. Click the 'View Setup Guide' tab to access step-by-step instructions.
How to Connect
Step 1: Add API Key & API Secret
Enter your API Key and Secret. Click 'Next.'
Steps to generate your API keys:
Log in to your Greyfinch account and go to Settings.
Select Developers, then click Add New.
On the Add New screen, enter the following:
Description: Enter a name (e.g., Birdeye Integration) for easy identification.
Expiry Date: Choose how long the token should remain active.
Click Create.
Copy and save the Key and Secret.
Step 2: Map Locations
You can now map locations to ensure that the correct data is assigned to the right location in Birdeye.
Once mapped, click Next to continue.
Step 3: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Next.'
You need to perform a few more steps to enable the triggers.
From the dropdown, select the appointment status that will trigger a sync from Greyfinch to Birdeye.
When an appointment is updated to this status in Greyfinch, the patient’s contact details will be fetched into Birdeye.
Click 'Done' to proceed.
A toast message will appear on the screen saying, 'Greyfinch successfully connected.' You can now build automated campaigns for reviews, surveys, and referrals, or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.
For further queries, please contact the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.