HubSpot integration

HubSpot integration forCore Practice

Connect your practice system to HubSpot, so every enquiry, appointment, and treatment plan shows up where your team works.

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Built by a HubSpot Diamond Solutions Partner and Health Care Industry Specialist.

HubSpot for clinics →
HubSpot +Core Practice

Optimise your practice workflows

Each step of the patient journey updates the other system on its own, so nobody re-keys a patient or an appointment.

⇄
HubSpot andCore Practice
Live
On request

Enquiry

Enquiry qualified in HubSpot
→
Patient created inCore Practice
Live

Booking

Appointment created inCore Practice
→
Appointment added to the HubSpot profile
Live
Appointment status changed inCore Practice
→
Appointment updated in HubSpot
Live

Treatment

Treatment plan created inCore Practice
→
Plan created in HubSpot
Live
Treatment plan not yet scheduled
→
Follow-up task for your treatment coordinator
On request

Recall

Recall due inCore Practice
→
Reminder sequence starts in HubSpot
On request

Clinical notes, charting, imaging, and billing stay in Core Practice. HubSpot only receives what's listed above.

Follow up what was missed

Unanswered enquiries, unscheduled treatment plans, and overdue recalls surface in HubSpot, ready for a person or an AI agent to act on.

One view of every patient

Calls, SMS, email, and forms sit on a single timeline next to their appointments, so the front desk sees the whole story.

Report on patients, not enquiries

See which campaigns produced patients who booked and attended, with the revenue behind them.

Want HubSpot and your practice system working together?

Book a consult and we'll map what should sync for your practice. Or start with the Patient Intake assessment, which shows where enquiries fall between your phone, website, and practice software.