HubSpot
Pushes client data from Healthie into HubSpot, including contact details, group, program, and transaction fields, so marketing and CRM workflows in HubSpot stay current without manual data entry. Data flows one direction, from Healthie into HubSpot, typically within about 30 minutes of being saved in Healthie.
Built by SE Team
The problem it solves
Marketing and growth teams running CRM workflows in HubSpot have no automatic way to see client activity happening in Healthie, like bookings, program enrollment, or purchases, without manual exports. Without a live connection, HubSpot campaigns and lifecycle stages fall out of sync with what's actually happening in a client's care journey.
What's included
- Standard client fields (name, email, phone, date of birth, gender, address, group) pushed into HubSpot
- Custom fields for program, package, and promo code details, once configured in HubSpot
- Transaction date and time pushed whenever a purchase is made
- First-appointment details and a running appointment count tracked per client
- Duplicate prevention: existing HubSpot contacts are matched and updated by email rather than duplicated
How it works
Client fields sync from Healthie to HubSpot on different triggers depending on the field: fields about the user, like date of birth, update whenever the client record is saved, while billing fields, like package name, sync at the moment of purchase. A limited set of first-appointment fields, plus a running count of total appointments, are also tracked per client. Data typically appears in HubSpot within about 30 minutes of being saved in Healthie. If a client's email already matches an existing HubSpot contact, Healthie updates that contact instead of creating a duplicate.
HubSpot integration pushes client data from Healthie into HubSpot, including standard fields like name, contact info, date of birth, and group, plus custom fields like program and package details once they're configured in HubSpot. It's for providers running marketing or CRM workflows in HubSpot who want Healthie activity to trigger automations there, and it requires a HIPAA-compliant tier of HubSpot if any patient data is involved, since HubSpot's free tier isn't HIPAA compliant. Different fields sync on different triggers: user fields update whenever a client record is saved, billing fields sync when a purchase is made, and a limited set of first-appointment fields plus a running appointment count are tracked per client. The sync only pushes from Healthie into HubSpot, and if a client's email already exists in HubSpot, Healthie won't create a duplicate contact.
