← BISS 45
CRM Project

BISS 45 · BISS MCP

How Metawork built a real-time sync between Ivoris dental software and HubSpot CRM for a German multi-location practice — automating patient, appointment, and revenue visibility.

Duration 4 months
Tasks 13
Meetings 4

Recently touched

  • 2026-08-13 Deprecate Make: pull Ivoris → DB in backend, config + Behandlung rules in-app Review
  • 2026-08-11 GDPR-compliant AI query engine for dental analytics Done
  • 2026-08-05 Intelligence→Action: actionable demo design (segments, notifications, standing automations) Done
  • 2026-06-11 Build DB schema from HubSpot and import data Done
  • 2026-06-02 Automation project for dental treatment plan follow-up Done

Other projects in this case study

  • Ongoing Support

    Ongoing maintenance and extension of the Ivoris→HubSpot automation system. Work is structured around weekly monitoring cycles, reactive break fixes, and periodic feature additions as the client's…

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  • HubSpot Setup

    Full data pipeline from Ivoris dental practice software into HubSpot CRM, processing patients, appointments, and treatment document records (DocumentEntries) across multiple practice locations.

    What we built

    • Patient
    • Appointment
    • DocumentEntry
    Read case study