Patients, appointments and treatments flow from Core Practice into HubSpot, so your marketing and enquiry teams can see what happens after a booking.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Core Practice holds your patients, bookings and treatment records. Your marketing and enquiry teams work in HubSpot. Without a connection, they cannot see whether an enquiry became a booked appointment, or what treatment followed.
Campaign reporting stops at the enquiry form. Recall and reactivation lists are built from exports. Revenue by campaign or referral source is a manual exercise.
If your CRM cannot see which enquiries became patients, it cannot tell you which marketing works.
Core Practice stays the source of truth for patients, bookings and treatment. The integration writes to HubSpot only. Nothing writes back to Core Practice.
Changes arrive by webhook within moments of the event. A daily reconciliation against Core Practice catches anything missed. Every record carries its Core Practice ID, so a repeated event updates the record rather than duplicating it.
Each Core Practice patient syncs to a HubSpot contact. Matching uses email address, with mobile number and date of birth as a fallback. Family members who share an email address stay separate.
Each appointment becomes a deal in an appointments pipeline. Bookings, reschedules and cancellations update the deal. Attended appointments close as won. Missed and cancelled appointments close as lost with a reason.
Treatments delivered against an appointment sync as line items on its deal. The deal amount comes from the treatments delivered. Pricing stays in Core Practice.
Invoices and payments raised in Core Practice sync to HubSpot, linked to the patient and the appointment. Your team can report revenue from enquiry to payment.
If your clinics use Core Practice for bookings and treatment and HubSpot for marketing and enquiries, this integration connects them. It suits groups with clinics in Australia and New Zealand, with each country’s data and alerts kept separate.
Your team can measure campaigns by booked appointments and treatment revenue, and build recall lists from current appointment data.