4 ways to automate HubSpot with Keragon

HubSpot is gaining serious traction in the healthcare space. More and more teams rely on it to manage referrals, collect intake data, and streamline patient communication. But even with all this functionality, there’s still a lot of manual work happening behind the scenes - copying data into EHRs, sending reminders, chasing feedback. These repetitive tasks slow teams down and increase the risk of error.

Keragon connects the dots. It automates your HubSpot workflows across tools, systems, and teams - with 300+ healthcare integrations like Athenahealth and DrChrono, HIPAA-compliant workflows, and zero code required.

Table of contents

1. Send intake data to your EHR
2. Confirm and remind patients automatically
3. Request feedback after visits
4. Generate invoices right after appointments
   
   

1. Send intake data to your EHR

Why it matters: Intake forms are essential, but manually transferring them causes delays,
double-entry, and errors.
Example: A new patient completes your digital intake form. The front desk manually copies that data - line by line - into your EHR. This step often causes delays and mistakes.
Keragon in action: When a patient submits a "New Intake" form in HubSpot, Keragon instantly transfers the information to your EHR, like Athenahealth and creates a matching patient record.
Outcome: Time saved, accuracy improved, and fewer tasks left for your front desk team.

‍

2. Confirm and remind patients automatically

Why it matters: No-shows impact schedules and revenue. Phone reminders help - but they pull your team away from patient care.
Example: Your front desk spends part of each afternoon calling tomorrow’s patients to confirm. Patients can be hard to reach or miss the call entirely.
Keragon in action: When an appointment is booked in HubSpot, Keragon connects with your communication platform - like Twilio and triggers an automatic confirmation message. Then, 24 hours before the visit, it schedules a reminder through the same system, so your team doesn’t have to do it manually.
Outcome: Fewer no-shows, reduced call volume, and more time for actual care which matters the most.

‍

3. Request feedback after visits

Why it matters: Feedback fuels improvement - but only if it’s timely, consistent, and easy to collect.
Example: Unhappy patients share their thoughts (usually too late to fix it), while satisfied ones often stay silent - leaving gaps in your feedback loop.
Keragon in action: When a visit is marked complete in your EHR - whether it's DrChrono, Athenahealth, Healthie, or AdvancedMD - Keragon automatically enrolls the patient into your HubSpot feedback workflow. This triggers a timely email with a feedback form, ensuring every patient has a chance to share their experience while it's still fresh

Outcome: More useful feedback, faster response, and proactive service recovery.

‍

4. Generate invoices right after appointments

Why it matters: Delayed billing leads to delayed payments but fast follow-through keeps revenue moving.
Example: Your billing team processes invoices weekly, so payments are always a step behind.
Keragon in action: When an appointment is updated in your EHR - like Athenahealth - Keragon automatically updates the patient’s contact details in HubSpot and then creates an invoice in QuickBooks. This seamless handoff reduces manual entry, keeps records aligned across systems, and speeds up your billing cycle.
Outcome: Timely billing, quicker payment cycles, and less manual chasing.

‍

Final thoughts

HubSpot helps you manage patient information. Keragon helps you automate the workflows around it - without the manual work. From intake to invoices, Keragon does the heavy lifting so your team can focus on care.

And the best part? Keragon connects with 300+ healthcare integrations, keeps your workflows HIPAA-compliant, and doesn’t require a single line of code.

What’s the first HubSpot task you’d automate with Keragon?

‍