

Connect BestNotes to HubSpot and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
250+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect BestNotes and HubSpot to automate crucial parts of your healthcare organization
Common automation use cases
Patient Onboarding and Engagement Automation:
When a new patient is added to BestNotes, automatically create a corresponding contact in HubSpot. Trigger a series of onboarding emails or messages through HubSpot to guide the patient through their initial setup, appointment scheduling, and information about services. Schedule follow-up reminders and educational content tailored to the patient's needs and preferences, ensuring they remain engaged and informed. This automation streamlines the patient onboarding process and maintains continuous engagement, enhancing patient satisfaction and improving overall care coordination.
Appointment and Communication Management:
Sync appointment data from BestNotes to HubSpot, creating calendar events and reminders. Deploy automated reminders via email or SMS for upcoming appointments through HubSpot’s workflow automation, reducing no-show rates. After an appointment, send automated feedback requests or satisfaction surveys to gather insights on patient experiences. This enhances communication related to appointments and improves patient attendance rates, leading to better patient retention and satisfaction.


- Create contact
- Find workflows
- Update deal
- Get contact
- Get companies
- Enroll to Workflow
- Get properties
- Update company
- Finds a contact by searching
- Get contacts
- Find properties
- Get workflows
- Update contact
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.