Overview
Ageless AI integrates with most CRM, EMR, or practice management systems so that leads flow directly into your existing workflow — no manual data entry, no copying between systems.
When a patient completes an Ageless AI assessment or requests a consultation, their data can be pushed automatically to your connected platform.
Integration is available through two platforms: Keragon and Zapier. Both connect via an API key generated in your Ageless admin panel.
Choosing Your Integration
Not sure which to use? If your CRM or EMR stores any protected patient health information, use Keragon. If you're connecting to a general marketing or sales CRM (HubSpot, GoHighLevel, Salesforce), either may work.
Before You Start
You must have the correct role in your Ageless admin account to access the Settings menu. If you don't see Settings in the left sidebar, contact the account owner to have your permissions updated.
Have your CRM or EMR account open and ready before generating your API key — the key is only displayed once.
Step 1 — Generate Your API Key
This step is the same whether you're connecting via Zapier or Keragon.
Admin→Settings→Integrations→Ageless Partner Tab
Log in to admin.repeatmd.app and navigate to Settings in the left sidebar.
Go to the Integrations page and select the Ageless Partner tab.
Select your integration of choice — Zapier or Keragon.
Select Generate Key in the sidebar.
Copy the key immediately and save it somewhere secure.
The key is only displayed once. If you navigate away without copying it, you will need to regenerate the key and update any live integrations that were using the previous one.
Important: Your API key grants access to your Ageless AI account. Treat it like a password — store it securely and do not share it publicly or in unsecured documents.
Connecting via Zapier
Once you have your API key, navigate to Zapier and set up your Zap.
In Zapier, define your trigger — the source system that will send events to Ageless AI when a lead or client is updated.
Select the Action menu and search for Ageless AI.
Under the Actions menu, open the Action Event dropdown and select Update Client Status.
Open the Account dropdown and select Connect a new account.
Enter a descriptive Connection Name so you can identify this connection later, then paste your API key into the API Key field. Select Yes, Continue to Ageless AI.
Navigate to the Configure tab on the Update Client Status action.
From your source system, map at least one of the following identifying fields: Phone, Assessment Reference, or Client Reference. This is how Ageless AI resolves which patient record to update.
Map the status field from your source system to one of the accepted Ageless AI status values. See the status reference table below.
Map any additional fields from your source system that you want populated in Ageless AI.
Publish your Zap. Events will now flow from your source system into Ageless AI automatically.
Using GoHighLevel? Many practices use a white-labeled version of GoHighLevel as their CRM. In Zapier, this typically appears as Lead Connector rather than GoHighLevel — search for that when setting up your trigger.
Connecting via Keragon
Once you have your API key, navigate to app.keragon.com/workflows.
Select Create New to start a new workflow.
Define your trigger — the system that will send events when clients or leads are updated in your CRM or EMR.
Select the + icon to add a new step to the workflow.
In the Add New Step menu, search for Ageless and select it.
Select the Update Client Status step.
In the Auth menu, select Connect New Account. Keep the environment set to Production, paste your API key into the API Key or Access Token field, and save the auth configuration.
From your source system, map at least one of the following identifying fields:Phone, Assessment Reference, or Client Reference. This is how Ageless AI resolves which patient record to update.
Map the status field from your source system. See the status reference table below.
Save the Ageless / Update Client Status step.
Select Publish in the top right corner to deploy the integration.
Status Reference
When mapping statuses from your source system, use the following accepted values in Ageless AI. Your source system's status names must map to one of these exactly.
Status Value | What It Means |
| Lead is in active follow-up but has not requested a consultation |
| Patient has requested a consultation |
| Consultation is confirmed and scheduled |
| Lead is closed, unresponsive, or no longer active |
Matching statuses: Your CRM or EMR may use different labels for these stages. In Zapier, use the Configure tab to map your source system's values to the correct Ageless AI status. In Keragon, this mapping is done within the workflow step configuration.
Best Practices
Save your API key before leaving the generation page. It is displayed once only. If lost, you must regenerate it and update every live integration using the old key.
Use Keragon for any integration involving patient health data. If the platform you're connecting to stores or processes PHI, Keragon's HIPAA-compliant infrastructure is required.
Always map at least one identifying field. Phone, Assessment Reference, or Client Reference must be present for Ageless AI to match the incoming event to the correct patient record. Without it, the update will fail.
Test before publishing. Both Zapier and Keragon have built-in test functions. Run a test event through before going live to confirm data is mapping and arriving correctly.
Use descriptive connection names. If your practice has multiple integrations, a clear name ("GoHighLevel – Ageless Prod") makes it easier to identify and troubleshoot the right connection later.
FAQs
Q: I lost my API key. What do I do?
Return to Settings → Integrations → Ageless Partner tab and generate a new key. Once regenerated, update every live integration that was using the previous key — your old key will no longer work.
Q: I don't see the Settings menu in the admin panel.
The Settings menu is role-restricted. Contact the account owner at your practice and ask them to update your role permissions to include Settings access.
Q: Can I connect more than one CRM or EMR at the same time?
Yes. You can generate separate API keys for separate integrations. Each integration runs independently.
Support
Need help? Email support@ageless.ai