← 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 1 month
Tasks 6
Meetings 2

Recently touched

  • 2026-06-09 Build DB schema from HubSpot and import data In Progress
  • 2026-06-09 GDPR-compliant AI query engine for dental analytics Open
  • 2026-06-08 Rümeysa Özdemir / Nikolai Sokolov - Work Session Done
  • 2026-06-04 Pin Ivoris documentation (PDF / link) to BISS MCP project in metabrain Review
  • 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…

    Read case study

  • 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