

Connect Tebra (Kareo) 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.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect Tebra (Kareo) and Hubspot to automate crucial parts of your healthcare organization
Common automation use cases
Patient Data Synchronization and CRM Updates:
When a new patient is registered in Tebra or their information is updated, HubSpot automatically creates or updates the corresponding contact or company record. Providers can track patient interactions and communication history within HubSpot for a 360-degree view of patient relationships. Reduces manual data entry, ensuring consistency across platforms. Gives the team a complete view of patient journeys, improving personalized care and outreach efforts.
Automated Follow-Ups and Appointment Reminders:
When a patient completes a visit in Tebra, HubSpot triggers automated follow-up emails or SMS messages (e.g., thank-you notes, satisfaction surveys, or reminders to book follow-up appointments). HubSpot workflows can also send appointment reminders based on upcoming visits scheduled in Tebra. Improves patient retention by ensuring timely follow-ups. Reduces no-shows with automated appointment reminders.
Patient Segmentation and Marketing Campaigns:
Patient data from Tebra is synced with HubSpot, enabling segmentation based on appointment history, treatments, or conditions. HubSpot automates targeted campaigns, such as promoting relevant wellness programs, seasonal health tips, or annual check-up reminders. Enhances patient engagement through personalized, relevant communication. Drives higher patient retention and satisfaction by keeping them informed and engaged.

- Update patient
- Get appointments
- Get service locations
- Get practices
- Update appointment
- Get appointment
- Create patient
- Get patientGet patients
- Get providers
- Create appointment

- 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.