---
title: HIPAA-Compliant HubSpot and Salesforce Integration
description: Sales Hub, a 3-week Salesforce integration and a compliant PHI card eliminated 200+ manual hours for a medical solutions provider. See how it works.
image: https://www.4castagency.com/hubfs/case-studies/04-hipaa-hubspot-salesforce.webp
---
[](https://www.4castagency.com/)
- [Why 4Cast?](https://www.4castagency.com/about-us)
- [HubSpot](https://www.4castagency.com/hubspot)
Implementation
- [Onboarding](https://www.4castagency.com/hubspot#onboarding)
- [User Training](https://www.4castagency.com/hubspot#training)
- [Integration](https://www.4castagency.com/hubspot#integrations)
- [Optimization](https://www.4castagency.com/hubspot#optimization)
Development
- [API Integrations](https://www.4castagency.com/hubspot#integrations)
- [Data Migration](https://www.4castagency.com/hubspot#data)
- [UI Extensions](https://www.4castagency.com/hubspot#ui)
- [Breeze AI / Agents](https://www.4castagency.com/hubspot#ai)
Retained Services
- [HubSpot Administration](https://www.4castagency.com/hubspot#hubspotadmin)
- [Digital Marketing](https://www.4castagency.com/hubspot#marketingagency)
- [Technology Strategy](https://www.4castagency.com/hubspot#tech)
- [GTM Engineering](https://www.4castagency.com/hubspot#integrations)
Healthcare
- [HIPAA Compliance](https://www.4castagency.com/hubspot-for-healthcare)
- [EMR / EHR Integration](https://www.4castagency.com/hubspot-for-healthcare)
- [Patient Journey](https://www.4castagency.com/hubspot-for-healthcare)
- [Referrals Attribution](https://www.4castagency.com/hubspot-for-healthcare)
- [Solutions](https://www.4castagency.com/solutions)
Marketing
- [Agency Services](https://www.4castagency.com/solutions#marketing)
- [Digital Marketing](https://www.4castagency.com/solutions#marketing)
- [Content Strategy](https://www.4castagency.com/solutions#marketing)
- [SEO & AEO](https://www.4castagency.com/solutions#marketing)
Sales
- [CRM Optimization](https://www.4castagency.com/solutions#sales)
- [Sales Enablement](https://www.4castagency.com/solutions#sales)
- [Pipeline Management](https://www.4castagency.com/solutions#sales)
- [Sales Team Training](https://www.4castagency.com/solutions#sales)
Operations
- [Revenue Operations (RevOps)](https://www.4castagency.com/solutions#revops)
- [Process Automation](https://www.4castagency.com/solutions#revops)
- [Data Analytics](https://www.4castagency.com/solutions#revops)
- [Reporting & Dashboards](https://www.4castagency.com/solutions#revops)
Growth
- [Website Optimization](https://www.4castagency.com/solutions#website)
- [Conversion Rate](https://www.4castagency.com/solutions#website)
- [Customer Retention](https://www.4castagency.com/solutions#website)
- [Growth Strategy](https://www.4castagency.com/solutions#website)
- [Services](https://www.4castagency.com/services)
Implementation
- [HubSpot Setup](https://www.4castagency.com/services#implementation)
- [Migration Services](https://www.4castagency.com/services#implementation)
- [Data Management](https://www.4castagency.com/services#implementation)
Technology
- [Generative AI](https://www.4castagency.com/services#technology)
- [Technology Consulting](https://www.4castagency.com/services#technology)
- [Custom Development](https://www.4castagency.com/services#technology)
Strategy
- [Go-to-Market (GTM)](https://www.4castagency.com/services#strategy)
- [Digital Transformation](https://www.4castagency.com/services#strategy)
- [Growth Planning](https://www.4castagency.com/services#strategy)
Creative
- [Brand Design](https://www.4castagency.com/services#creative)
- [Social Media Management](https://www.4castagency.com/services#creative)
- [Content Creation](https://www.4castagency.com/services#creative)
- [Resources](https://www.4castagency.com/blog)
Insights
- [Blog](https://www.4castagency.com/blog)
- [Case Studies](https://www.4castagency.com/case-studies-hub)
- [Get in Touch](https://www.4castagency.com/contact-us)
case study
# HubSpot and Salesforce Integration for a Healthcare Company
 By [CJ Castroman](https://www.4castagency.com/blog/author/4cast) Published November 13, 2026
A national healthcare services company needed a simpler way for its sales team to manage leads while keeping Salesforce connected to HubSpot. The company also wanted to make it easier for authorized staff to access patient information. In 90 days, 4CAST implemented HubSpot Sales Hub, connected it with Salesforce, and built a custom tool for patient information lookup. The project helped teams reduce manual work and improve visibility across their sales processes.
## Quick facts
| **Item** | **Details** |
| --- | --- |
| **Industry** | Healthcare services & SaaS, medical office software |
| **Systems** | HubSpot and Salesforce |
| **HubSpot products** | Sales Hub, with additional training on Marketing Hub |
| **Timeline** | 90 days; Salesforce integration completed in 3 weeks |
| **What we built** | HubSpot and Salesforce integration, plus a custom CRM card for authorized access to patient information |
## The problem: sales teams were working across disconnected systems
The company used Salesforce to manage sales, but its existing setup was complex. The business development team needed a simpler way to manage leads and track outreach activities.
The company also had HubSpot Marketing Hub, but some team members weren't familiar with its features. This made it harder to get the most value from a platform the company already owned.
Accessing patient information was another challenge. Back-office staff had to switch between multiple systems and logins to find the information they needed. This added time to everyday tasks and made coordination more difficult.
The company needed a setup that would connect its sales teams, simplify access to information, and reduce repetitive work.
## How 4CAST connected HubSpot and Salesforce
4CAST implemented HubSpot Sales Hub for the business development team and connected it with Salesforce, allowing both sales teams to continue working in their preferred platforms.
Here's what the team implemented:
1. HubSpot Sales Hub for business development: Set up a simpler process for business development representatives (BDRs) to manage leads, track outreach, and organize follow-ups.
2. Salesforce integration: Connected HubSpot and Salesforce so the business development and account executive teams could share relevant sales and pipeline information. The integration was completed in three weeks.
3. Patient information access: Developed a custom CRM card that allows authorized staff to look up protected patient information through HubSpot, reducing the need to switch between multiple systems.
4. Marketing Hub training: Provided additional training to help marketing and operations teams use the HubSpot tools they already had.
5. Team onboarding: Helped sales and operations teams understand the new processes and use the connected platforms more effectively.
With HubSpot and Salesforce connected, business development representatives can manage their work in HubSpot while account executives continue using Salesforce.
What the team can do now
| **Use case** | **What it does** | **Team** |
| --- | --- | --- |
| Track sales activity across systems | View relevant sales and pipeline information shared between HubSpot and Salesforce | Sales leadership, RevOps |
| Manage leads more easily | Give business development representatives a simpler way to organize prospects and follow-ups | Business development |
| Access patient information securely | Allow authorized staff to look up patient information through a custom HubSpot CRM card | Back office, Operations |
| Make better use of Marketing Hub | Help marketing teams manage campaigns using the tools they already own | Marketing |
| Reduce manual data entry | Share sales information between HubSpot and Salesforce automatically | Sales operations |
## Results
- The HubSpot implementation was completed in 90 days.
- HubSpot and Salesforce were connected in three weeks.
- More than 200 hours of manual work were eliminated, according to the project's reported results.
- A custom CRM card was developed to support authorized access to patient information.
- Sales teams gained better visibility into information shared between HubSpot and Salesforce.
## FAQ
### Can HubSpot and Salesforce work together?
Yes. HubSpot and Salesforce can be connected to share sales and customer information. In this project, business development representatives use HubSpot Sales Hub while account executives continue working in Salesforce.
### Why use HubSpot Sales Hub alongside Salesforce?
Different sales teams may have different needs. HubSpot Sales Hub can provide a simpler way to manage leads and follow-ups, while Salesforce continues supporting existing account management processes. Connecting both platforms helps teams share important information.
### Can authorized staff access patient information through HubSpot?
Yes, with an appropriately designed setup and the necessary privacy and security controls. In this project, 4CAST developed a custom CRM card to support patient information lookup for authorized users. The solution must be evaluated against the organization's applicable data protection and compliance requirements.
[](https://www.4castagency.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIxacE2W%2FGmeutnZPGQlwae%2B5vRpVFDksTy8j1Ojz8pFVEixyXij6UZhHs%2FHcG0l3AFCwIFdZIukjejOd9m3cz8B5YK%2FtFNIvZ8N0mvv3N4H%2BUT96p%2BPvs%2FzzM0fComFw38GYVCpoz19PzxpB9r%2BTkUb4IsvKaTd4nFUaYKN1l9BgR3mSlWLof52bEijUUSOJJfCM0EF4y%2FP0ddPtQ%3D&webInteractiveContentId=226747815812&portalId=23969332)
[case study](https://www.4castagency.com/blog/tag/case-study) [Integration](https://www.4castagency.com/blog/tag/integration) [Salesforce](https://www.4castagency.com/blog/tag/salesforce)
[CJ Castroman](https://www.4castagency.com/blog/author/4cast)
"HubSpot for Healthcare" CJ is a passionate and results-driven healthcare executive with over 15 years of experience in driving innovation, performance, and patient satisfaction in the industry. As a Critical Care Nurse with over a decade of hands-on clinical experience, she blends clinical expertise with business acumen in agency ownership. As the founder of the 4Cast Agency, she has a proven track record of helping organizations optimize patient care and operational efficiency with HubSpot. Her unique background and relentless passion for improving healthcare outcomes make her a force to be reckoned with in the industry. With experience in both clinical and administrative roles, Cyndie has honed her expertise in areas such as healthcare operations, process improvement, strategic planning, and revenue cycle management. Her unique blend of clinical knowledge and digital marketing enables her to develop and implement strategies that drive tangible results and improve the overall patient experience. Connect with Cyndie to exchange ideas, discuss industry trends, or explore opportunities for collaboration. Together, let's shape the future of healthcare!
[CJ Castroman on LinkedIn](https://www.linkedin.com/in/cj-castroman/)
## More Case Studies
[](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
case study November 13, 2026
### [Hint Health and HubSpot Integration for Internal Medicine](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
[View case study](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
[](https://www.4castagency.com/blog/hubspot-marketing-hub-behavioral-health-clinic)
case study November 13, 2026
### [How a Behavioral Health Practice Grew Patient Acquisition with HubSpot](https://www.4castagency.com/blog/hubspot-marketing-hub-behavioral-health-clinic)
[View case study](https://www.4castagency.com/blog/hubspot-marketing-hub-behavioral-health-clinic)
[](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
case study November 13, 2026
### [HubSpot Lead Conversion Optimization for a Medical Billing Provider](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
[View case study](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
[](https://www.4castagency.com/)
The 4Cast Agency is a HubSpot consulting firm specialized in the Healthcare industry.
Solutions
- [Digital Marketing](https://www.4castagency.com/solutions#marketing)
- [Sales Enablement](https://www.4castagency.com/solutions#sales)
- [Revenue Operations](https://www.4castagency.com/solutions#revops)
- [Website Optimization](https://www.4castagency.com/solutions#website)
Services
- [Technology](https://www.4castagency.com/services#technology)
- [Strategy](https://www.4castagency.com/services#strategy)
- [Implementation](https://www.4castagency.com/services#implementation)
- [Creative](https://www.4castagency.com/services#creative)
Company
- [About Us](https://www.4castagency.com/about-us)
- [Insights](https://www.4castagency.com/blog)
- [Privacy Policy](https://www.4castagency.com/privacy-policy)
- [Contact](https://www.4castagency.com/contact-us)
© 2026 4Cast Agency LLC. All rights reserved.
```json
{
"@context" : "https://schema.org",
"@type" : "BlogPosting",
"author" : {
"@type" : "Person",
"name" : "CJ Castroman",
"url" : "https://www.4castagency.com/blog/author/4cast"
},
"dateModified" : "2026-11-13T01:28:41.720Z",
"datePublished" : "2026-11-13T01:28:41.000Z",
"headline" : "HIPAA-Compliant HubSpot and Salesforce Integration",
"image" : [ "https://www.4castagency.com/hubfs/case-studies/04-hipaa-hubspot-salesforce.webp" ],
"mainEntityOfPage" : {
"@id" : "https://www.4castagency.com/blog/hubspot-salesforce-integration-hipaa-compliant",
"@type" : "WebPage"
},
"publisher" : {
"@type" : "Organization",
"logo" : {
"@type" : "ImageObject",
"url" : "https://www.4castagency.com/hubfs/1%202-1.png"
},
"name" : "4Cast GTM"
}
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.4castagency.com/#organization",
"@type" : "ProfessionalService",
"address" : {
"@type" : "PostalAddress",
"addressCountry" : "US",
"addressLocality" : "Miami",
"addressRegion" : "FL"
},
"areaServed" : "US",
"description" : "Nurse-owned HubSpot Solutions Partner specialized in healthcare: HIPAA-ready HubSpot CRM, EMR/EHR integrations, RevOps and marketing for medical practices, med spas and healthcare SaaS.",
"email" : "hello@4castagency.com",
"employee" : [ {
"@type" : "Person",
"jobTitle" : "Chief Growth Officer",
"name" : "Bryan Byler",
"sameAs" : "https://www.linkedin.com/in/bbyler/"
} ],
"founder" : {
"@type" : "Person",
"jobTitle" : "Founder & CEO",
"name" : "Cyndie CJ Castroman",
"sameAs" : "https://www.linkedin.com/in/cj-castroman/"
},
"image" : "https://www.4castagency.com/hubfs/1%202-1.png",
"knowsAbout" : [ "HubSpot implementation", "HubSpot for healthcare", "HIPAA-compliant CRM", "EMR and EHR integration", "Revenue operations", "Healthcare marketing" ],
"legalName" : "4Cast Agency LLC",
"logo" : "https://www.4castagency.com/hubfs/1%202-1.png",
"name" : "4CAST Agency",
"sameAs" : [ "https://www.linkedin.com/company/4cast-agency/" ],
"telephone" : "+1-561-312-7566",
"url" : "https://www.4castagency.com"
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "WebSite",
"name" : "4CAST Agency",
"publisher" : {
"@id" : "https://www.4castagency.com/#organization"
},
"url" : "https://www.4castagency.com"
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "FAQPage",
"mainEntity" : [ {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Yes. In this project BDRs work in HubSpot Sales Hub while account executives stay in Salesforce, with the integration keeping pipeline data aligned."
},
"name" : "Can HubSpot and Salesforce run side by side?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "4CAST built a custom CRM card that displays protected health information securely to authorized users inside HubSpot, without storing it in standard properties."
},
"name" : "How can staff view patient information in HubSpot compliantly?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Here, the integration took three weeks within a 90-day project."
},
"name" : "How long does a Salesforce integration with HubSpot take?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Hands-on training for teams that already own HubSpot but don't use it fully. This project included 10 hours of user training plus onboarding."
},
"name" : "What does a refresh and retrain include?"
} ]
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "BreadcrumbList",
"itemListElement" : [ {
"@type" : "ListItem",
"item" : "https://www.4castagency.com/",
"name" : "Home",
"position" : 1
}, {
"@type" : "ListItem",
"item" : "https://www.4castagency.com/blog",
"name" : "Blog",
"position" : 2
}, {
"@type" : "ListItem",
"item" : "https://www.4castagency.com/blog/hubspot-salesforce-integration-hipaa-compliant",
"name" : "HubSpot and Salesforce Integration for a Healthcare Company",
"position" : 3
} ]
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.4castagency.com/blog/author/4cast",
"@type" : "Person",
"description" : "\"HubSpot for Healthcare\" CJ is a passionate and results-driven healthcare executive with over 15 years of experience in driving innovation, performance, and patient satisfaction in the industry. As a Critical Care Nurse with over a decade of hands-on clinical experience, she blends clinical ...",
"name" : "CJ Castroman",
"sameAs" : [ "https://www.linkedin.com/in/cj-castroman/" ],
"url" : "https://www.4castagency.com/blog/author/4cast",
"worksFor" : {
"@id" : "https://www.4castagency.com/#organization"
}
}
```