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HubSpot

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code RequiredReal-Time Sync

HubSpot Integration — Automate Patient Outreach & CRM

Sync patient data between HubSpot and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

200+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with HubSpot

Lead-to-Patient Pipeline

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When a lead converts in HubSpot, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

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Trigger HubSpot email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

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Track referral sources in HubSpot and measure which channels bring the most new patients.

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HubSpot

Discover popular templates with HubSpot

Data Sync

Hint to HubSpot integration

Update custom objects in HubSpot when memberships are updated in Hint Health

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Template

HubSpot to Notion integration

Create new database items in Notion from new events in HubSpot

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Scheduling

Athenahealth to HubSpot integration

Create new custom objects in HubSpot from appointments in Athena Health

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Scheduling

Athenahealth to HubSpot integration

Update custom objects in HubSpot when Athena Health appointments are updated

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Data Sync

Healthie to HubSpot integration

Create new contacts in HubSpot from new activity in HealthieConnect HubSpot with the tools you already use

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Data Sync

Athenahealth to HubSpot integration

Create HubSpot contacts from new EHR patients

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Connect HubSpot with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore HubSpot triggers and actions

Cevi supports 2 HubSpot triggers and 39 actions

Deal updated

Gets triggered when there is a deal update

trigger

New event

Triggers on any event in Hubspot

trigger

Get owners

Retrieves a list of owners within the specified account

action

Get notes

Retrieves all notes

action

Get companies

Retrieves all companies

action

Get file

Retrieves a file by its ID

action

...

HubSpot API Capabilities

200+ API endpoints. OAuth 2.0 / Private App Token authentication. Real-time webhooks.

View official API documentation

API Endpoints

200+

Authentication

OAuth 2.0 / Private App Token

FHIR

—

Webhooks

Yes ✓

Contacts

Contact CRUD
Contact search
Properties management
Lists/segments
Merge contacts
Batch operations
Associations
Lifecycle stages

Companies

Company CRUD
Company search
Properties
Associations with contacts

Deals

Deal CRUD
Deal pipelines
Deal stages
Revenue forecasting

Marketing

Email campaigns
Marketing emails (send/create)
Forms
Landing pages
CTAs
Blog
Social media
Ads management

Automation

Workflows
Sequences
Workflow actions
Custom workflow actions

Communication

Conversations API
Chatbot/live chat
Email logging
Calling
Tickets

Reporting

Analytics
Custom reports
Attribution reporting

Custom Objects

Custom object CRUD
Custom properties
Custom associations

Build your HubSpot automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About HubSpot

CRM & Patient Engagement

hubspot

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0 / Private App Token

Endpoints200+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most HubSpot workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. HubSpot supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.