HubSpot and Healthie

Healthie makes it easy for providers who use HubSpot as their CRM / Marketing Engine to push information from Healthie into HubSpot.

This feature is currently available as an add-on to our Enterprise Plan. Additional fees may apply. We will update this article if this becomes available on other plan levels in the future. Reach out to hello@gethealthie.com for more information.

Overview of Integration

With the Healthie + HubSpot integration, you are able to take certain actions within HubSpot based on information transferred from Healthie into HubSpot. Client data is pushed over to HubSpot shortly after it's pushed to Healthie, typically within 30 minutes of the information being received.

Healthie's Standard integration with HubSpot includes pushing the following Standard Properties:

Client First name
Client Last name
Client Email
Client Phone number
Client Date of birth
Client Gender
Client Address
Client Group
Transaction date & time

Here are Custom Properties that can be pushed to Hubspot from Healthie:

program
program_start_date
program_end_date
program_type
program_purchase_date
promo_code
package_name

Implementation: Triggering Events

The sync triggers for the Healthie <> Hubspot integration will depend on the field. Some examples include:

1) Fields about the user (e.g DOB) are triggered anytime the user is saved

2) Fields about billing (e.g package name) are sent when the purchase is made

3) Limited number of fields related to the user's first appointment are tracked, along with an ongoing count of the user's appointments. Please see below for the specific fields that are tracked:

first_appointment_start_date -> appointment.date (formatted as yyyy-mm-dd)
first_appointment_start_time -> appointment.date (formatted as just the time)
first_appointment_appointment_type -> appointment.appointment_type.name
first_appointment_client_confirmed -> appointment.client_confirmed
appointments_count ("user_appointments_count" field in Hubspot)

How to set up HubSpot & Healthie Integration

E-mail hello@gethealthie.com to request and sign our HubSpot Addendum
Send your HubSpot API key to hello@gethealthie.com

Note: There is a 14-day set up period for the HubSpot + Healthie Integration

Using the Integration

If a client is already in Hubspot and books a Healthie session, a duplicate of the person will not be created in Hubspot if the e-mail address is the same.

Is HubSpot HIPAA Compliant?

You may struggle to maintain firm HIPAA compliance if you’re trying to use HubSpot as a healthcare CRM. According to their Terms of Service, the service offering is “not designed to comply with industry-specific regulations such as the Health Insurance Portability and Accountability Act (HIPAA)…” So, despite their robust platform and security features, you are not permitted to store protected health information within Hubspot’s CRM.

Although there isn’t currently a way to make Hubspot truly HIPAA compliant, you may be able to use multiple platforms for the different types of contacts you engage with. While this could be a valid strategy for healthcare practices looking to achieve compliance with their CRM of choice, you’ll likely need to spend more time and money to reach and maintain HIPAA compliance with this approach.

Does HubSpot have a firm Business Associate Agreement (BAA)? No, HubSpot does not currently sign BAAs with their customers.
Is HubSpot secure enough for your PHI? Technically, yes. HubSpot offers security features to protect PHI but prohibits storing that information on the platform.
Does HubSpot’s ToS affirm HIPAA compliance? No, HubSpot’s terms of service prohibit the capture, storage, or transfer of PHI within the Hubspot platform.