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CRM

BISS | HubSpot Integration

BISS is a multi-location dental practice chain in Germany, operating several practices including locations in Magdeburg and under the Rümeysa brand. Metawork built a complete automated data sync between Ivoris (their dental practice management software) and HubSpot CRM, enabling real-time visibility of patients, appointments, and treatment revenue across all locations — and has maintained and extended the system since launch.

What we built

  1. 01

    Ivoris API Integration

    Reverse-engineered and documented all relevant Ivoris API routes (patients, appointments, document entries, dentist chairs, locations)

  2. 02

    Patient Sync

    Ivoris patients → HubSpot Contacts, keyed on ivorispatientid, with create/update logic

  3. 03

    Appointment Sync

    Ivoris appointments → HubSpot Deals + HubSpot Appointments, with complex deal stage logic (Termin gebucht, Erstberatung, etc.)

  4. 04

    Document Entry Sync

    Ivoris DocumentEntries (treatment billing records) → HubSpot deal properties; calculated fields for revenue and treatment categories

  5. 05

    Queue System

    Custom queue-based processing architecture to handle high-volume syncs without overloading Ivoris or HubSpot APIs

  6. 06

    Deal Deduplication

    Six+ rounds of deduplication logic to prevent and resolve duplicate deal creation across concurrent sync runs

  7. 07

    Data Migration

    Bulk historical migration of patients, appointments, and document entries from Ivoris into HubSpot

  8. 08

    Performance Dashboard

    HubSpot reports replicating practice KPIs from existing Google Sheets spec

  9. 09

    Ongoing Support

    Weekly scenario monitoring, break recovery, new practice onboarding, appointment template management