RevOps Connect
Dental

Dentrix + HubSpot Integration

Dentrix is the leading practice management software for dental offices. Our integration syncs patient data, appointments, and treatment information with HubSpot for patient recall, reactivation campaigns, and treatment acceptance follow-up.

Dental PracticesDSOOrthodontics

Integration Details

API Type
Dentrix API / HL7
Sync Direction
Bidirectional
Status
available
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Data Sync Objects

HubSpot ObjectDentrix ObjectDirection
ContactsPatientsTwo-way
Custom ObjectsAppointmentsExternal → HubSpot
Custom ObjectsTreatment PlansExternal → HubSpot
Timeline EventsPatient ActivityExternal → HubSpot

Use Cases

Patient Recall

Automate hygiene recall reminders and reactivation campaigns.

Dentrix Last Visit → HubSpot Recall Sequences

Treatment Acceptance

Follow up on unscheduled treatment plans.

Dentrix Pending Treatment → HubSpot Treatment Follow-up

New Patient Acquisition

Track marketing attribution to new patient appointments.

HubSpot Lead Source → Dentrix New Patient → Attribution

Features

Patient sync
Appointment data
Treatment plans
Recall tracking
Insurance info
Provider assignment

Frequently Asked Questions

How does the Dentrix HubSpot integration work?

Dentrix is the leading practice management software for dental offices. Our integration syncs patient data, appointments, and treatment information with HubSpot for patient recall, reactivation campaigns, and treatment acceptance follow-up. The integration supports bidirectional sync via Dentrix API / HL7.

What data can I sync between Dentrix and HubSpot?

You can sync Patients to Contacts, Appointments to Custom Objects, Treatment Plans to Custom Objects, Patient Activity to Timeline Events.

What are the main use cases for Dentrix + HubSpot?

Patient Recall: Automate hygiene recall reminders and reactivation campaigns. Treatment Acceptance: Follow up on unscheduled treatment plans. New Patient Acquisition: Track marketing attribution to new patient appointments.

How long does it take to set up the Dentrix integration?

Setup time varies based on complexity, but most integrations are live within 2-4 weeks.

Do you provide ongoing support?

Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.

Ready to connect Dentrix to HubSpot?

Let's discuss your integration requirements and build a solution that works for your business.