--- title: Tasso and HubSpot Integration for Clinical Research description: "At-home blood kit studies run from HubSpot: enrollment, kit orders, 13 logistics states and incentives synced with Tasso and Perfect Gift. See how." --- [HubSpot for Healthcare](https://www.4castagency.com/blog) # [Tasso and HubSpot Integration for Clinical Research](https://www.4castagency.com/blog/tasso-hubspot-integration-at-home-blood-collection) Written by [CJ Castroman](https://www.4castagency.com/blog/author/4cast) | Nov 12, 2026, 8:03:34 PM Managing at-home blood collection involves more than enrolling participants. Research teams also need to coordinate collection kits, track progress, and deliver incentives. By connecting HubSpot with Tasso and Perfect Gift, this organization automated these steps and gave its team a clearer view of each participant's journey. ## Quick facts | **Item** | **Details** | | --- | --- | | **Industry** | Clinical research, at-home blood collection | | **Systems** | HubSpot, Tasso (kits and specimens), Perfect Gift (incentives) | | **Direction** | HubSpot to Tasso and Perfect Gift, with order updates from Tasso to HubSpot | | **Sync frequency** | Automatic updates triggered by HubSpot actions, plus scheduled checks of Tasso orders | | **Data window** | Tasso orders from the last 90 days | | **HubSpot objects** | Contacts and Deals |   ## The problem: **managing participants across three disconnected systems** At-home blood collection makes it easier for participants to take part in clinical research without visiting a clinic. But behind the scenes, research teams still need to manage kit deliveries, track collections, and send incentives. The organization used three separate systems. HubSpot managed participant enrollment, Tasso handled collection kits and specimens, and Perfect Gift managed incentives. Because these systems weren't connected, staff had to move information between them manually. Every new participant had to be registered in Tasso. Kit orders required manual coordination, and research teams had to check different systems to find out where each kit was in the collection process. Incentives also had to be issued manually, increasing the risk of missed or duplicate rewards. The result was more administrative work and limited visibility into participant progress. ## How the Tasso and Perfect Gift integration works The integration connects participant enrollment, kit management, and incentives through HubSpot. Here's what happens: 1. **Participant enrollment:** When a new participant is enrolled in HubSpot, the integration automatically creates their patient record in Tasso and links both records. 2. **Kit orders:** When the participant reaches the appropriate stage in HubSpot, a collection order is automatically created in Tasso. The process supports both home delivery and collection-site pick-up. 3. **Participant updates:** When order-related information changes in HubSpot, the integration updates the existing Tasso order, helping prevent duplicates. 4. **Kit tracking:** The integration regularly checks Tasso for order updates and adjusts the participant's deal stage in HubSpot to reflect their collection progress. 5. **Participant incentives:** A HubSpot workflow automatically creates an incentive order in Perfect Gift and saves the order details in the participant's HubSpot contact record. For participants collecting their kits at a designated site, the integration follows a separate process to ensure their information is linked to the correct Tasso collection project. The integration also includes safeguards to help prevent duplicate incentive orders when a participant enters the workflow more than once. ## What the team can do now | **Use case** | **What it does** | **Team** | | --- | --- | --- | | **Automatic participant registration** | New participants enrolled in HubSpot are automatically registered in Tasso | Study operations | | **Automated kit orders** | Kit orders are created when participants reach the appropriate stage in HubSpot | Operations | | **Home delivery and site pick-up** | Both collection options are supported through the integration | Study operations | | **Automatic order updates** | Changes made in HubSpot are reflected in existing Tasso orders | Operations | | **Track kit progress in** HubSpot | The team can follow 13 collection statuses directly from the HubSpot pipeline | Study team, leadership | | **Automated participant incentives** | Incentive orders are created automatically, with safeguards to prevent duplicate rewards | Finance, study operations | ## Results - Five manual steps were automated across participant enrollment, kit management, and incentives. - HubSpot, Tasso, and Perfect Gift now work together to manage the participant journey. - Thirteen kit and collection statuses are reflected in the HubSpot pipeline, giving teams better visibility into progress. - Scheduled checks review Tasso orders from the last 90 days to keep HubSpot information up to date. - Research teams can manage participant progress with fewer manual updates and less coordination between systems. ## FAQ ### Can Tasso integrate with HubSpot? Yes. HubSpot can connect with Tasso to automatically register participants, create collection orders, and track kit progress. In this integration, Tasso order updates are also reflected in HubSpot deal stages. ### How are participant incentives automated? When a participant meets the required conditions in HubSpot, an automated workflow creates an incentive order through Perfect Gift. The integration also uses a unique order reference to help prevent duplicate rewards. ### Does the integration support both home delivery and site pick-up? Yes. Participants can receive their collection kits at home or use a designated collection site. The integration supports both options and manages the corresponding Tasso records. ### How does the team track collection progress? The integration checks Tasso for order updates and reflects the latest collection status in HubSpot. This allows research teams to follow participant progress directly from their pipeline. ### What happens if an order update is missed? The integration regularly reviews Tasso orders from the previous 90 days and updates HubSpot when it finds changes. This helps keep participant and kit information accurate. 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