HubSpot to Healthie Patient Sync

What this workflow does

This automation begins when a new contact is added in HubSpot - typically signaling a lead conversion, intake form submission, or consultation booking. It fetches the corresponding contact details using the HubSpot “Get contact” step and maps relevant fields (name, email, phone, DOB, etc.) into Healthie. A new patient record is then created in Healthie, ensuring seamless onboarding from CRM to EHR.

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Why it matters

Manual data transfer between your CRM and EHR is inefficient and error-prone, especially when patient demand scales. This workflow bridges the gap between HubSpot and Healthie, ensuring no leads or patients fall through the cracks. By automatically creating patient profiles, it accelerates care onboarding and eliminates redundant data entry for your front office team.

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Who this is for

This template is built for practices using HubSpot as their CRM and Healthie as their EHR. It’s ideal for marketing teams, intake coordinators, and solo providers who want a hands-off way to convert CRM contacts into EHR-ready patients-fast, accurate, and compliant.

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Key benefits

• Instantly convert HubSpot contacts into Healthie patients
• Eliminate manual data entry between sales and clinical systems
• Reduce intake delays and accelerate patient onboarding
• Ensure data accuracy and prevent duplicate entry
• No-code, HIPAA-conscious integration for busy practices

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