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← Smileforyou
CRMAutomation Project Healthcare & Dental

Smileforyou · 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 tasks.

Duration 24 months
Tasks 202

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 tasks.

What was built

  • Bring Ivoris appointments into HubSpot with patient and treatment details.
  • Keep appointment information updated in HubSpot and Google Calendar.
  • Track patients from first consultation through treatment and billing.
  • Create tasks for each treatment step and close them when the work moves on.
  • Send patient emails for appointment and treatment milestones.
  • Keep treatment history, insurance details and communication with the patient record.

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

Other projects in this 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

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