Hubspot and Healthie

Healthie integrates with Hubspot as a CRM tool for client engagement and retention.

Overview of Integration

Healthie makes it easy for providers who use Hubspot as their CRM / Marketing Engine to push information from Healthie into Hubspot. From this integration, you are able to take certain actions within Hubspot based on information transferred from Healthie into Hubspot.

Healthie's Standard integration with Hubspot includes pushing the following fields:

  • First name
  • Last name
  • Email
  • Phone number
  • Promo code
  • Transaction date & time
  • Package name 
  • Program name
  • Program start date
  • Program end date
  • Program type - e.g., rolling or fixed start date
  • Date of birth 
  • Gender
  • Address

Depending on your specific needs, additional fields may be possible to set up. 

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) Fields about appointments are sent when the appointment object is saved

How to set up Hubspot & Healthie Integration

  • E-mail to set this up on your account (Depending on your membership level, an additional fee may apply)
  • We will then send you detailed next steps

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