Patient Data Sync and CRM Management:
When a new patient is added to Zenoti, their information syncs automatically with HubSpot to create or update a contact record. Any changes in HubSpot (e.g., updated email, preferences) reflect in Zenoti to keep patient data accurate across systems. Ensures consistent and up-to-date patient information, improving personalization and making patient outreach more effective.
Appointment-Triggered Marketing Campaigns:
When a patient books or completes an appointment in Zenoti, HubSpot triggers a personalized email or SMS campaign. Campaigns may include reminders, post-visit care tips, or promotional offers based on the services received. Enhances patient engagement and boosts revenue through targeted, automated communication tailored to their needs.
Automated Feedback Collection and Review Management:
After an appointment is marked complete in Zenoti, HubSpot sends an automated follow-up survey or review request via email or SMS. Positive feedback triggers an invitation to leave a public review, while negative feedback alerts staff to follow up. Builds trust by encouraging positive reviews and helps resolve patient concerns quickly, improving retention and service quality.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.