Veeva Vault CRM
Bring HCP information into the program, and send program and attendance activity back to Vault CRM.
Integrations
The CRM experts behind your agency.
Your clients run Veeva Vault CRM, Veeva CRM, or Salesforce, and their IT teams expect someone who knows those systems. Our team does. We work with each client's IT, connect its CRM, and keep it running, with your agency in the room. Each program then shows up in the client's CRM, on the account of each healthcare professional (HCP) who attended.
One team for Veeva Vault CRM, Veeva CRM, and Salesforce.
On the HCP's accountProgram and attendance
No IT team needed
Your client's IT talks to our team.
Most agencies don't employ CRM developers, and they don't need to. Our team handles the technical side of each client's connection, from the first call with its IT to the day it runs. Your agency stays the client's contact.
Commercial context
Veeva CRM Legacy
Work with the Salesforce-based Veeva CRM in use today, without moving to Vault first.
Salesforce
Bring HCP information into the program, and send activity back to Salesforce.
Pharmagin program record
Approved HCP context inEvent and attendance activity out- Setup read before mapping
- Tested with real HCPs
- Every update watched
- Meet the client's IT
We join the calls with the client's IT and CRM admins, answer their questions, and agree what moves in each direction.
- Read its CRM setup
Before we map anything, we read how the client's CRM is built: its objects and fields, its record types, and the access our connection gets.
- Map it and test it
We map it from patterns we've run with earlier clients, then test it with real HCPs before anything is written.
- Go live, and keep it running
The client's compliance team signs off. Then we watch every update, retry what fails, and adjust the mapping when the client's CRM changes.
Set up for each engagement. Your current vendor or internal platform can keep some of the work while the first client moves to Pharmagin.
In the client’s CRM
Each program shows up where the client’s reps already work.
Every HCP who attends gets a record on their account in the client’s CRM. It’s there from approval and follows every change in attendance, so no one uploads a spreadsheet.
- A rep sees which programs an HCP came to before the next call.
- A manager sees the territory’s programs without asking the agency.
- A correction updates the same record, so nothing is counted twice.
Rules that lean on the connection
- Program
- Live Speaker Program
- Topic
- First-Line Immunotherapy Selection in Metastatic NSCLC
- Brand
- Ondravi
- Speaker
- Priya Raman, MD
- Date
- Oct 14, 2026 · 6:30 PM ET
- Venue
- Seaport Commons Conference Center, Boston, MA
- Attendance
- Attended · checked in 6:24 PM
Grow each account
Offer your clients more than the programs.
The CRM work is ours to build and run, so your agency can offer each pharma client work that used to need its own IT project. Our team builds it. Your agency offers it.
- Programs in their CRM
Each program and its attendance on the HCP's account, for every rep and manager.
- Their own CRM fields
Fields the client keeps on its HCPs, such as segment, come into the program.
- Reps' own territories
Reps add HCPs from their own territory in the client's CRM.
- Set up for their business
Their fields, approval paths, and reports, set up for how that client works.
- A team their IT can call
One team for Veeva Vault CRM, Veeva CRM, and Salesforce, behind your agency.
Virtual and hybrid programs
Bring Zoom attendance straight back to the program record.
Where Zoom is turned on, Pharmagin creates the meeting, sends each attendee a personal link, and brings attendance back for the team to check.
Attendees
Opt-in by organization
Turned on only for the clients and program types that need it. Each registered attendee gets a personal join link, so attendance comes back to the right person on the program record.
- Meeting or webinar: created and kept in sync where configured
- Participant link: personal to each registered attendee
- Attendance: attendees who stay past the organization’s minimum time are marked attended automatically; the rest are marked no-show when the program is completed
- Unmatched joins: listed for the program team to match to the right attendee
What is available depends on the client’s Zoom account and setup.
For the client's data team
Clean files for the client's data team, without a rebuild.
The files come from the same records the programs run on, so the client's data warehouse gets what the planners see.
- Program and attendee files
One row per attendee for each completed program. Each row carries attendance, the meal answer, and the HCP's identifiers.
- Download, email, or SFTP
Taken on demand, sent each month by email, or delivered each week over SFTP.
- CRM changes, reviewed first
When the CRM changes an HCP's details, the change can wait for review before it updates the record. The client chooses the policy.
Credentials and access
Keep every connection inside the client workspace.
Connections are turned on per client. Credentials are encrypted, and only authorized people in that client's workspace can use them.
Next step
Bring a client's CRM question.
Tell us which CRM the client runs and what its IT has asked. We'll show you how we'd connect it, and join the call with its IT when you're ready.