HubSpot Diamond Solutions Partner

HubSpot & Epic Integration: Unify Patient Engagement and Clinical Care

HubSpot Epic Integration bridges the gap between your marketing outreach and the electronic health record (EHR). Automatically sync patient demographics and appointment data between Epic and HubSpot to drive personalized communication and streamline patient access without compromising HIPAA compliance.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Discover how top companies use their CRM to power marketing, sales & growth. No spam. No sales pitch. Just expert insights from certified HubSpot professionals.

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(Offer valid for Limited Time Only)

HubSpot Epic Integration: Enrich the Clinical View

Your providers and scheduling staff shouldn't have to toggle between systems to understand a patient's background. Integrating Epic with HubSpot ensures that non-clinical engagement data—like seminar attendance or website inquiries is visible where care decisions are made.

Referral Management: Ingest referrals from HubSpot forms directly into Epic workqueues or In-Baskets, streamlining the intake process for external provider networks.

Unified Patient Record: Push updated contact information or communication preferences captured by marketing teams directly into the Epic demographic record.

Appointment Requesting: Trigger specific appointment scheduling workflows in MyChart or Epic based on qualified interactions in HubSpot.

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.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

Personalize the Patient Journey with Integration

Patient experience is the new marketing battleground. This integration feeds HubSpot with high-level encounter data, allowing you to trigger timely, relevant communications—such as pre-procedure instructions or post-visit surveys—based on real clinical events.

Closed-Loop Attribution: Match Epic appointment data back to HubSpot campaigns to calculate the true ROI of your marketing spend and patient acquisition costs.

Automated Nurturing: Trigger email or SMS sequences in HubSpot when an appointment is scheduled, completed, or cancelled in Epic, reducing no-show rates.

Call Center Context: Give contact center agents visibility into a patient’s recent appointment history (dates and departments) directly on the HubSpot Contact timeline.

Flexible, Robust 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

We build the integration logic around your specific HL7 or FHIR standards, ensuring the sync facilitates your patient access strategy rather than creating compliance headaches.

Bi-Directional & Uni-Directional Sync: We configure data to flow exactly how you need it—pushing new leads to Epic for registration, or pulling appointment statuses back to HubSpot for engagement.
Real-time & Scheduled Syncs: For appointment bookings, we utilize real-time triggers to ensure immediate confirmation. For population health lists, we can deploy scheduled batch updates.
Custom Sync Logic & Triggers: We apply specific logic, such as only syncing "New Patient" appointments to HubSpot while filtering out sensitive clinical notes or specific encounter types.
High-Volume Data Handling: Our architecture is designed to handle enterprise-scale patient rosters, ensuring that thousands of appointment updates sync reliably without system lag.

Comprehensive Object & Field Mapping

We map your CRM architecture directly to your EHR hierarchy.

HubSpot

Epic

Contact
Ticket / Deal
Company
Custom Event
Form Submission
Contact Property

Patient
Appointment / Referral
Payer / Provider Location
Encounter Status (Arrived/Completed)
In-Basket Message / Workqueue Item
Demographics (MRN, DOB, Address)

Contact Patient
Ticket / Deal Appointment / Referral
Company Payer / Provider Location
Custom Event Encounter Status (Arrived/Completed)
Form Submission In-Basket Message / Workqueue Item
Contact Property Demographics (MRN, DOB, Address)

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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Check Out Our Case Studies

How Integrate IQ Helped an Elder Care Nonprofit Unify Operations with a Salesforce Route4Me Integration

How Integrate IQ Helped a 60-Year Staffing Leader Unify Operations with a HubSpot – Avionté Integration

How a 95-Year Financial Institution Accelerated Loan Processing with Integrate IQ

How a Lawn & Tree Care Leader Unified Systems and Scaled Smarter with Integrate IQ

How a Northwest Construction Supplier Unified Sales Data with Integrate IQ

How a Premium Dog Care Brand Unleashed Growth with Integrate IQ

How a Leading Lawn Care Company Streamlined Operations and Grew Smarter with Integrate IQ

Trusted by Leaders, Proven by Results

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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HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

Frequently Asked Questions

Yes. We utilize secure, encrypted middleware and adhere to strict data governance standards to ensure Protected Health Information (PHI) is handled compliantly during transit.

We can support both. We typically utilize FHIR resources for modern, API-based data exchange, but can also configure HL7 interfaces for legacy workflows depending on your Epic instance.

Generally, no. We recommend syncing only the metadata needed for marketing and service (e.g., "Appointment Date," "Department," "Provider") rather than sensitive clinical notes.

This is a custom, managed integration solution. We configure the endpoints specifically for your health system's unique environment and security requirements rather than using a generic public app.

Ready to Modernize Patient Access?

Don't let your CRM and EHR speak different languages. Let’s design a secure workflow that connects your marketing efforts to your clinical outcomes.