HubSpot Diamond Solutions Partner
HubSpot & athenahealth Integration: Unify Patient Acquisition and Care Delivery
Connect your electronic health records (EHR) directly to your patient relationship management. We sync patient demographics, appointment history, and provider data from athenahealth to HubSpot, enabling seamless referral tracking and automated patient engagement without administrative burden.
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Empowering Your Practice Administrators
Front-desk staff shouldn't waste time manually copying patient intake forms. This integration ensures that when a prospective patient fills out a form on your website, their data flows securely into athenahealth, ready for scheduling and verification.
Automated Patient Registration: Push new leads from HubSpot directly to athenahealth as new patient records, eliminating clipboard data entry errors.
Referral Management: Sync referring provider details into athenahealth to ensure accurate coordination of care and billing attribution.
Reduced No-Shows: Trigger automated appointment reminders via SMS or email workflows in HubSpot based on scheduling data from athenahealth.
Front-desk staff shouldn't waste time manually copying patient intake forms. This integration ensures that when a prospective patient fills out a form on your website, their data flows securely into athenahealth, ready for scheduling and verification.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Unlocking Patient Insights in HubSpot
Transform HubSpot into a true Patient Relationship Management (PRM) system. By syncing appointment and provider data, you can segment your audience based on their engagement history and automate non-clinical follow-ups.
Recall Campaigns: Create active lists of patients who haven't visited in 12 months to trigger automated check-up reminders or reactivation emails.
Feedback Automation: Trigger a HubSpot survey workflow immediately after an appointment status changes to "Checkout" in athenahealth to capture patient satisfaction scores.
Marketing ROI: Attribute closed appointments and revenue back to specific digital marketing campaigns to understand the true cost of patient acquisition.
Transform HubSpot into a true Patient Relationship Management (PRM) system. By syncing appointment and provider data, you can segment your audience based on their engagement history and automate non-clinical follow-ups.
Flexible Data Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Healthcare workflows demand precision and security. We build logic that respects your practice’s specific scheduling nuances and multi-location structures, ensuring data integrity across clinical and marketing teams.
- Bi-Directional & Uni-Directional Sync: Push new web inquiries to athenahealth, or pull appointment outcomes back to HubSpot. We configure the flow to respect your "source of truth."
- Real-time & Scheduled Syncs: Trigger immediate welcome sequences when a new appointment is booked, while scheduling nightly provider directory updates.
- Custom Sync Logic & Triggers: Only sync patients from specific "Cosmetic" or "Elective" departments to HubSpot to keep marketing focused on revenue-generating services.
- High-Volume Data Handling: Robustly process thousands of appointment records and patient updates across multiple practice locations without system lag.
Comprehensive Object & Field Mapping
We map your CRM architecture directly to your EHR hierarchy.
HubSpot
athenahealth
- Contacts
- Deals / Custom Objects
- Companies
- Owners / Users
- Tickets
- Patients
- Appointments / Encounters
- Referring Practices / Insurers
- Providers
- Patient Cases / Billing Inquiries
- Contacts Patients
- Deals / Custom Objects Appointments / Encounters
- Companies Referring Practices / Insurers
- Owners / Users Providers
- Tickets Patient Cases / Billing Inquiries
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
The integration architecture is designed with security first. We use secure API endpoints and can configure the sync to limit sensitive clinical data, ensuring that only necessary demographic and scheduling information reaches HubSpot.
Yes. We can map the "Referring Provider" field from athenahealth to a Company or Contact property in HubSpot, allowing you to build reports on your top referral sources.
Yes. We can map specific athenahealth "Departments" or locations to HubSpot business units or custom properties, ensuring marketing is localized to the correct facility.
Yes. When an appointment is booked in athenahealth, we can trigger a HubSpot email containing a link to your secure intake forms or pre-visit instructions.
Ready to Modernize Your Practice Growth?
Your clinical care is world-class; your patient experience technology should be too. Let's connect your EHR to your growth strategy and build a healthier business.
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