HubSpot Diamond Solutions Partner
HubSpot & PatientNow Integration: Connect Your GTM to Your EMR
Bridge the gap between patient acquisition and clinical care. This integration syncs your HubSpot marketing leads directly with your PatientNow EMR, and ties revenue from procedures back to your campaigns for a true end-to-end ROI.
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Supercharge Your Practice with Marketing Automation
Stop wondering which leads are hot. This integration syncs new leads from your HubSpot marketing efforts (like Google Ads, Facebook, or website forms) directly into PatientNow, creating a new patient record or lead entry instantly.
Instant Lead Capture: When a lead submits a HubSpot form, they are instantly created in PatientNow, alerting your front desk to follow up for booking.
Automate Pre-Consult Nurturing: Use HubSpot's powerful workflows to send automated pre-consultation packets, educational content, and reminders the moment an appointment is booked in PatientNow.
Segment Your Patient Base: Sync PatientNow fields (like "treatment interest" or "lead source") to HubSpot, allowing you to build highly targeted marketing lists for new promotions.
Stop wondering which leads are hot. This integration syncs new leads from your HubSpot marketing efforts (like Google Ads, Facebook, or website forms) directly into PatientNow, creating a new patient record or lead entry instantly.
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.
Turn Clinical Data into Your Best Marketing Tool
Your EMR is a goldmine of marketing intelligence. This integration pipes key patient and procedure data back into HubSpot, closing the loop on your GTM strategy and proving your marketing ROI.
Measure True ROI: When a procedure is completed or an invoice is paid in PatientNow, sync that revenue data back to the patient's deal in HubSpot. Finally see which marketing campaigns are driving profitable procedures, not just leads.
Trigger Post-Treatment Workflows: Automatically enroll patients in HubSpot workflows based on their PatientNow status. Send a "thank you & review request" after their procedure or a "follow-up" sequence for a multi-treatment plan.
Re-engage Past Patients: Create smart lists in HubSpot of patients who haven't had an appointment in 6 months. Automatically send a "We miss you!" campaign with a special offer.
Build Lookalike Audiences: Use your list of "high-value patients" (synced from PatientNow) to build powerful lookalike audiences for your social media ad campaigns in HubSpot.
Your EMR is a goldmine of marketing intelligence. This integration pipes key patient and procedure data back into HubSpot, closing the loop on your GTM strategy and proving your marketing ROI.
A Flexible Sync Built for Your Practice's Workflow
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Your aesthetic practice has a unique workflow that simple connectors can't handle. We build a custom, HIPAA-compliant integration that maps to your exact process, from the first click to the before-and-after photo.
- Bi-Directional & Uni-Directional Sync: We sync new leads from HubSpot to PatientNow, and then sync patient statuses, appointment data, and procedure revenue from PatientNow back to HubSpot.
- Real-time & Scheduled Syncs: Sync new leads in real-time to ensure instant follow-up. We also run scheduled, nightly syncs to update all patient records with their latest procedure history.
- Custom Sync Logic & Triggers: We build the rules your practice needs. Only sync a new contact if their "treatment interest" is filled. Automatically create a HubSpot deal when a "Consult" appointment is booked in PatientNow.
- High-Volume Data Handling: Whether you're a multi-location med spa or a high-volume plastic surgery center, our integration is built to handle thousands of patient records and transactions without data loss.
Comprehensive Object & Field Mapping
We ensure every piece of critical data, standard or custom, has its place in your connected Hubspot Patientnow ecosystem.
HubSpot
PatientNow
- Contacts
- Companies
- Deals
- Custom Object (Revenue)
- Engagements (Notes)
- Marketing Events
- Tickets
- Patients / Leads
- (N/A or "Referring Clinic")
- Patient Interest / Treatment Plans
- Invoices / Medical Billing
- Patient Notes / Communications
- Appointments
- Patient Inquiries / Issues
- Contacts Patients / Leads
- Companies (N/A or "Referring Clinic")
- Deals Patient Interest / Treatment Plans
- Custom Object (Revenue) Invoices / Medical Billing
- Engagements (Notes) Patient Notes / Communications
- Marketing Events Appointments
- Tickets Patient Inquiries / Issues
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
PatientNow's tools are great for patient communication. HubSpot provides a best-in-class GTM engine for lead generation, ad tracking, and advanced attribution. This integration connects HubSpot's powerful lead-gen with PatientNow's robust EMR, giving you the best of both worlds.
The integration is built using HIPAA-compliant protocols and a secure API. All patient data is encrypted in transit and handled according to strict data security standards.
Yes. When a new lead is captured by HubSpot (e.g., from a website form), we automatically create a new patient or lead record in PatientNow, tagged with the original marketing source.
We sync procedure and billing data from PatientNow back to a deal in HubSpot. This allows you to use HubSpot's attribution reporting to see exactly which marketing campaign, ad, or email generated that revenue.
See What a True Patient-to-Procedure Pipeline Looks Like
Ready to stop guessing at your marketing spend and start proving your ROI? Schedule a free, no-obligation discovery call. We'll map out your current patient journey and show you exactly how to connect HubSpot and PatientNow.
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