Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsDental practice management meets CRM. Patients and plans, in one view.
Patients, appointments and treatment plans flow from Principle into HubSpot, so your enquiry and patient coordinator teams work from the same records as your clinics.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Your clinics know the patient. Your CRM should too.
Principle holds your patients, appointments and treatment plans. Your marketing, enquiry and patient coordinator teams work in HubSpot. Without a connection, they cannot see whether a new patient booked, or whether a treatment plan was accepted.
Follow-up depends on someone checking the practice system by hand. Treatment plans go quiet without anyone noticing. Reporting on new patient revenue needs exports from each clinic.
If your CRM cannot see the treatment plan, it cannot help you follow it up.
Patient and treatment data where your teams work.
Before we build, we agree which system owns each record. Principle stays the source of truth for patients, appointments and clinical records. HubSpot owns enquiries, campaigns and follow-up.
Every record carries its Principle ID, so each sync updates the same HubSpot record rather than creating a new one.
Patients
Each Principle patient syncs to a HubSpot contact, matched against existing enquiries so a new patient and their earlier enquiry become one record.
Appointments
Appointments sync to HubSpot, so your team can see when an enquiry becomes a booked consultation and when a patient is due back.
Treatment Plans
Selected treatment plans sync to HubSpot as deals. Your patient coordinators can follow up plans that have not been accepted, and report on accepted plan value.
Treatments, Invoices and Payments
Treatments delivered, invoices and payments sync to HubSpot, linked to the patient. Your team can report revenue from first enquiry to payment.
Dental practices running Principle.
If your clinics use Principle for bookings and treatment and HubSpot for marketing and enquiries, this integration connects them. It also suits dental groups running Principle in some clinics and another practice system in others, with HubSpot as the one view across both.
Clinical notes stay in Principle. Only the records your marketing and enquiry teams need are synced.