HubSpot to Healthie Patient Sync

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June, 05

Templates

Patient Records

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.

Click to expand

How the automation runs

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

Is this for you ?

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

Automate your EHR data sync now.

Try this workflow free. Live in minutes. HIPAA-compliant.

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Integrations

Healthie

HubSpot

CategorY

Patient Records

GOAL

Turn leads into patients

creator

Keragon

templates published

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Healthie

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true

Slack

Athenahealth

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true

pVerify

DrChrono

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true

Quickbooks

Athenahealth

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true

Quickbooks

GoHighLevel

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Quickbooks

Healthie

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true

GoHighLevel

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Athenahealth

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true

GoHighLevel

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Square

Tebra (Kareo)

true

Spruce Health

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AdvancedMD

true

Jotform

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Zenoti EMR

Jotform

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Optimantra

Jotform

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Canvas Medical

Jotform

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Charm EMR

Jotform

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Open Dental

Jotform

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Cerbo

Jotform

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AdvancedMD

true

Jotform

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Tebra (Kareo)

true

Jotform

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IntakeQ / PracticeQ

Healthie

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true

Quickbooks

Healthie

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true

Oura

Healthie

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true

HubSpot

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Healthie

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true

Spruce Health

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Athenahealth

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true

Paubox

Formsite

GoHighLevel

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Google Drive

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Google Calendar

Gmail

Twilio

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Jotform

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Google Sheets

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Google Drive

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Google Calendar

HubSpot

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Canvas Medical

Microsoft Outlook

Airtable

Canvas Medical

Typeform

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Twilio

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Gmail

Google Sheets

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Healthie

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true

Twilio

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Gmail

Google Sheets

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Athenahealth

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true

Google Calendar

Gmail

Google Sheets

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DrChrono

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true

GoHighLevel

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Jotform

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Healthie

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true

Jotform

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ModMed

Jotform

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Elation

Jotform

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DrChrono

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true

Jotform

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Athenahealth

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true

FAQ

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