EHR Data Sync
HubSpot to Healthie Patient Sync
When a new contact is added to HubSpot, this workflow pulls contact details and automatically creates a patient profile in Healthie.
HubSpot
→
Keragon
→
Healthie
Your sales team closes a deal in HubSpot, but someone still has to manually create the patient in Healthie. That handoff shouldn't require human effort.
Who this is for
This template is built fo you if:
- You use HubSpot as your CRM and Healthie as your EHR
- Your team manually creates Healthie patient records from HubSpot contacts
- You're scaling fast and need the CRM-to-EHR handoff to be seamless and automatic
- You run a direct-to-consumer health company that needs sales and clinical ops connected
How it works
- A contact is created or updated in HubSpot (e.g., after a deal is won)
- Keragon retrieves the full contact details from HubSpot
- The workflow searches Healthie for an existing patient record matching that contact
- If found, the Healthie patient profile is updated with the latest HubSpot data
- If no match exists, a new patient record is created in Healthie automatically
Key benefits
- HubSpot-to-Healthie handoff is fully automated — no manual patient creation
- CRM and EHR data stay aligned as contacts progress through your funnel
- New patients in Healthie are created the moment a deal closes in HubSpot
- Scales with your business without adding admin headcount
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
I use HubSpot as my CRM and Healthie as my EHR.
When a contact is created or updated in HubSpot (for example, when a deal is won), I want Keragon to sync that contact to Healthie as a patient.
Search Healthie for an existing patient using the contact's email or name. If a patient record already exists in Healthie, update it with the latest data from HubSpot.
If no match is found, create a new patient record in Healthie using the HubSpot contact information. No manual handoff between sales and clinical.
I use HubSpot as my CRM and Healthie as my EHR.
When a contact is created or updated in HubSpot (for example, when a deal is won), I want Keragon to sync that contact to Healthie as a patient.
Search Healthie for an existing patient using the contact's email or name. If a patient record already exists in Healthie, update it with the latest data from HubSpot.
If no match is found, create a new patient record in Healthie using the HubSpot contact information. No manual handoff between sales and clinical.
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