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← All case studies
CRM Healthcare & Dental

Smileforyou

Smileforyou is an orthodontic and dental clinic where staff had to coordinate appointments, treatment steps and patient messages across separate tools. Appointments now appear automatically in HubSpot, and treatment progress creates the next tasks for the team.

Key Outcome

Appointments reach HubSpot automatically, and treatment progress creates the team’s next tasks.

Tracked hours
711
Tasks
202

Tracked hours by project, as a share of the client total

Tools used

  • HubSpot
  • Ivoris
  • Make

What we built

  1. 01

    Appointments

    Bookings in Ivoris create HubSpot meetings with the patient and appointment details.

  2. 02

    Treatment progress

    HubSpot shows each patient’s progress from consultation to treatment and billing.

  3. 03

    Team tasks

    Appointment types and treatment stages create the next tasks and close completed ones.

  4. 04

    Patient messages

    Appointment and treatment events trigger the appropriate patient emails.

  5. 05

    Patient records

    Contact details, treatment history and insurance information stay together for the team.

  6. 06

    Calendar visibility

    Appointment details appear in Google Calendar so staff can see the schedule.

Smileforyou is an orthodontic and dental clinic. Its team needed patient appointments, treatment progress and follow up work to stay together. Appointments from Ivoris now appear in HubSpot, and treatment stages trigger tasks and patient messages automatically.

Projects

  • HubSpot Integration

    HubSpot brings Smileforyou’s appointments, treatment progress and patient follow up together. Bookings from Ivoris appear automatically, while the current treatment stage determines the team’s next…

    Read case study

  • HubSpot Team Setup

    This phase covers Smileforyou’s HubSpot onboarding and automation planning. The available notes link to shared project materials but do not describe completed changes.

    Read case study

Recently touched

  • 2024-01-15 [HubSpot] Update Due Dates for some tasks Done
  • 2023-12-21 [HubSpot] Make deal.amount required for plan erstellt Done
  • 2023-12-18 GCE - 403 Ask Google Support Done
  • 2023-12-11 [HS] Check Workflows (Marked as Review) Done
  • 2023-12-05 [Make.com] Run scenarios after project freeze => Check how new appointments went Done