HubSpot Diamond Solutions Partner

HubSpot and Brightree Integration: Automate Patient Engagement & Grow Referrals

Unlock the patient and referral data in your Brightree EMR. Our secure integration with HubSpot automates communication to improve patient outcomes and grow your HME business.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Maximize the Value of Your Brightree Patient Data

Your Brightree system is the central source of truth for patient care and operations. By connecting it to HubSpot, you can transform this operational data into a powerful engine for growth. Automate manual tasks, proactively manage patient care, and strengthen your most valuable relationships without ever leaving your core system.

Automate the Patient Resupply Process: Dramatically increase recurring revenue by using Brightree sales order data to trigger timely, automated reorder reminders from HubSpot, freeing your staff from thousands of manual phone calls.

Streamline New Patient Onboarding: Automatically enroll new patients from Brightree into educational onboarding sequences in HubSpot to improve therapy adherence, reduce service calls, and boost patient satisfaction.

Strengthen Referral Source Relationships: Sync referring physician data to build targeted communication campaigns in HubSpot, keeping your agency top-of-mind and driving a steady stream of new patient referrals.

Build a Modern Communication Hub for Patients & Referrers

Turn HubSpot into your central, HIPAA-compliant communication platform. Fueled by rich, real-time patient data from Brightree, HubSpot empowers you to send the right message to the right person at exactly the right time, fostering better patient relationships and a stronger referral network.

Targeted Patient Education: Segment your patient population in HubSpot based on Brightree data like therapy type, equipment, or payer to deliver relevant educational content that improves outcomes.

Nurture Your Entire Referral Network: Create automated workflows to engage referring physicians and facilities. Share updates, success metrics, and information about new services to become their provider of choice.

Proactive Patient Support: Provide your support team with the full patient context in HubSpot. By seeing recent orders and equipment data from Brightree, they can resolve issues faster and more effectively.

A Secure & Flexible Sync Architecture for Healthcare

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

Your patient journey and referral management processes are unique. Standard connectors can't handle the complexities of healthcare data or your specific workflows. Our integration is custom-built to map to your exact operational data and business goals within a secure, HIPAA-compliant framework.

Bi-Directional & Uni-Directional Sync: Securely sync and update patient contact information between systems, while maintaining a one-way flow for sensitive clinical and order data from Brightree to HubSpot.
Real-time & Scheduled Syncs: Get instant updates for new patient entries, while running efficient, scheduled syncs for large volumes of order history and activity data.
Custom Sync Logic & Triggers: Implement powerful automation rules, such as syncing a patient to a "Resupply" campaign 90 days after their Last Order Date in Brightree.
High-Volume Data Handling: Our architecture is built to handle extensive patient lists and years of historical sales order data reliably and securely.

Comprehensive Object & Field Mapping

We sync the critical patient, operational, and referral data from Brightree to HubSpot, enabling powerful, data-driven communication.

HubSpot

Brightree

Contacts
Companies
Deals
Tickets
Engagements

Contacts
Customers
Opportunities
Cases
Activities

Contacts Contacts
Companies Customers
Deals Opportunities
Tickets Cases
Engagements Activities

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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Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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Frequently Asked Questions

Yes. Security is our top priority. The integration operates within a HIPAA-compliant environment, and we sign Business Associate Agreements (BAAs) with our clients. All Protected Health Information (PHI) is encrypted in transit and at rest, and data handling adheres to the strictest security and privacy protocols.

Absolutely. We can sync detailed sales order and patient inventory data, including last order dates for specific SKUs or item categories. This data forms the foundation for building highly effective, automated resupply campaigns in HubSpot for different therapy types.

Yes. Our implementation process includes a full, secure historical data sync of your patient and referral source records. This allows you to immediately segment your entire patient population in HubSpot and launch targeted communication campaigns from day one.

By syncing your referring physician database from Brightree to HubSpot, you can create targeted communication strategies. Send automated emails to keep them informed about new services, share patient success metrics (in an aggregated, de-identified manner), and track marketing engagement to identify your most valuable referral partners.

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May 6, 2026