Our native HubSpot integration syncs your practice data in real time so you can automate recalls, track treatment pipelines, segment patients for targeted campaigns, measure marketing ROI, and manage every patient touchpoint all directly inside HubSpot powered PatientXpress.
The moment an appointment is scheduled, reminder workflows enroll the patient automatically, track confirmations, and trigger follow-ups for patients who do not respond.
Live visit data feeds directly into the integration, giving it everything it needs to trigger recall sequences at your configured intervals and follow up automatically with patients who have not yet booked.
Every new patient addition automatically triggers a welcome workflow including intake forms, pre-visit instructions, and practice information without any manual input from your team.
The moment a visit is marked complete, a review request is automatically sent to the patient while the experience is still fresh.
Every unaccepted treatment plan automatically enrolls the patient in a follow-up sequence, delivering timely communication designed to bring them back to scheduling without manual tracking from your team.
Patients inactive for 12 to 18 months are continuously identified and passed into a targeted list, enabling structured reactivation campaigns personalized to each patient's visit and treatment history.
When an outstanding balance is detected, an automated payment reminder goes out immediately, reducing the manual follow-up load on your billing team.
Outstanding balance data syncs automatically, enabling payment requests sent directly to the patient's phone so balances are collected faster without any front desk involvement.
Incoming leads from your website or campaigns are automatically qualified and segmented based on live practice data, enrolling each prospect in the right nurture sequence toward their first appointment.
With live practice data flowing in, your team can track unscheduled treatment, unaccepted plans, and lapsed patients as active pipeline deals with full visibility into where each patient stands.
Real-time schedule availability syncs directly in, giving patients the ability to book online without calling the office and keeping your front desk free for higher priority tasks.
Completed visit data triggers automated prompts for patients to leave reviews across Google, Yelp, Healthgrades, and Facebook, building your online reputation consistently without manual effort.
With your full patient database synced in, targeted broadcast campaigns can reach specific segments for insurance reminders, seasonal promotions, new services, and holiday outreach.
Patient birthdays and anniversary dates sync automatically so personalized messages go out on the right day without your team managing a single send manually.
Every update made in PatientXpress reflects instantly in HubSpot, ensuring your team always works with accurate, consistent and up to date patient information across both platforms.
Your Dental PMS establishes a secure connection with HubSpot through a robust API, ensuring patient data flows safely between both platforms.
Patient profiles, appointment details, and treatment information are automatically pulled from your PMS and organized into HubSpot contacts, pipelines, and deal stages.
Every update made in your PMS like new bookings, completed visits, or changed records reflects instantly in HubSpot keeping your CRM always accurate and up to date.
HubSpot then activates smart workflows, follow-up sequences, and personalized communications triggered by real patient activity like missed appointments, pending treatment plans, overdue recalls, and outstanding balances.
Reduce no-show rates and increase case acceptance with automated reminders
Track every inquiry from first contact to booked appointment.
Drive revenue growth by converting more leads and retaining existing patients.
Send campaigns based on treatment history and patient behavior.
Identify and re-engage patients with unscheduled treatment plans.
Automated reminders keep your schedule full and reduce no-shows.
Know exactly which channels bring in the most patients.
Timely, personalized communication at every touchpoint improves patient experience.
Practices managing multiple locations who need centralized patient data, streamlined marketing, looking to standardize patient communication, automate recalls and unified reporting across all branches to drive growth and operational efficiency at scale.
Front Desk Teams who want to eliminate repetitive manual follow-ups, reduce no-shows, and focus more time and energy on delivering a great in-office patient experience.
Teams within DSOs who need real-time patient data from the PMS to run highly targeted campaigns, measure ROI, and attract the right patients to the right locations.
Dentists who want full visibility into scheduling, recalls, case acceptance, and revenue performance all in one place without switching between multiple platforms daily.
Connect PatientXpress with HubSpot to automate patient communication, manage your practice pipeline, and run targeted campaigns using live practice data.
PatientXpress