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Dentrix + HubSpot Integration
Dentrix is dental practice-management software. Our integration connects patients, appointments and ledgers with HubSpot, bringing patient and client activity into the CRM.Our Experience
Method: API integration for dental practice management, with PHI handled appropriately.
Built: Patients → Contacts; Appointments → Custom Objects; Ledger/Visit data → Custom Objects; recall/lifecycle communication in HubSpot.
In plain terms: Dentrix runs dental practices. We connect it to HubSpot so patients become contacts and appointment and ledger data flows in — enabling recall reminders and lifecycle messaging from HubSpot, with patient health information handled appropriately.
- Healthcare
- Scheduling
Planning a Dentrix + HubSpot integration?
Tell us which Dentrix systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Dentrix systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Dentrix Object | Direction |
|---|---|---|
| Contacts | Patient | External → HubSpot |
| Custom Objects | Appointment | External → HubSpot |
| Custom Objects | Ledger / Visit | External → HubSpot |
Use Cases
Patient Lifecycle
Dentrix patients land in HubSpot so you can run lifecycle communication — welcome, reminders and re-engagement — from one place, with PHI handled appropriately.
Dentrix patients → HubSpot contactsClean Patient Records
Patient and appointment data stays accurate in HubSpot, so segmentation and outreach are built on reliable records instead of manual exports.
Dentrix patient/appointment data → HubSpot segmentationRecall Automation
When a recall comes due in Dentrix, HubSpot can automatically trigger reminder messages — so patients get scheduled back in without staff chasing lists.
Dentrix recall due → HubSpot reminder workflowFeatures
- Patient sync
- Appointment data
- Ledger/visit data
- Recall workflows
- API integration
- PHI-appropriate handling
Frequently Asked Questions
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How does the Dentrix HubSpot integration work?
Dentrix is dental practice-management software. We build an API integration that brings patients, appointments and ledger/visit data into HubSpot, so your practice can run recall and lifecycle communication from the CRM — with patient health information handled appropriately.
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What data can I sync between Dentrix and HubSpot?
Patients become HubSpot contacts, and appointment and visit/ledger data come across as custom objects — enough to power reminders, recall and segmentation without exposing more clinical data than you need to.
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Can the integration be customized to our Dentrix setup?
Yes. Which patient and appointment data syncs, how recall triggers work and how PHI is handled are all scoped to your Dentrix configuration and practice workflow.