HubSpot Case Studies

These case studies show how we connect HubSpot with EHR, practice management and industry systems: what each organization needed, what we built, and what changed for their teams.

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Featured case study

Healthcare provider
EHR HubSpot integration

Athenahealth HubSpot integration: two-way patient sync for a care provider

Result

Patients, appointments, insurance, consents and documents synced both ways between athenahealth and HubSpot every 10 minutes.

A healthcare provider needed a better way to manage patient information across its clinical and marketing teams. By connecting athenahealth with HubSpot, the organization automated patient registration, appointment updates, and document sharing, helping both teams work with more consistent information and reducing manual data entry.

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All case studies

Clinical research

Tasso and HubSpot Integration for Clinical Research

Result

At-home blood kit studies run from HubSpot: enrollment, kit orders, 13 logistics states and incentives synced with Tasso and Perfect Gift.

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.

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Medical staffing
JobRobotix HubSpot integration

JobRobotix HubSpot integration for medical staffing

Result

Every JobRobotix job order mirrored into HubSpot each hour, filled roles closed automatically, and candidate matching on the record.

A medical staffing company needed a faster way to keep job openings updated and match candidates with available positions. By connecting JobRobotix with HubSpot, the company automated job updates and made it easier for recruiters to find relevant opportunities for each candidate.

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Mental health care
Tebra HubSpot integration

Tebra HubSpot Integration for a Mental Health Practice

Result

An hourly Tebra to HubSpot sync shows which leads became patients, stops nurture once someone books, and flags missed visits.

A mental health practice needed a better way to track which marketing leads became patients. By connecting Tebra with HubSpot, the team can now see appointment and visit information in one place, improve follow-ups, and measure the results of its campaigns.

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Managed IT services
ConnectWise HubSpot integration

ConnectWise HubSpot Integration for an IT Services Firm

Result

Revenue, margin and the owning rep from ConnectWise Manage on every HubSpot deal, with deals that link themselves.

A managed IT services company needed more accurate sales and revenue information in HubSpot. By connecting ConnectWise Manage with HubSpot, the team can now access updated revenue forecasts, profit margins, and deal ownership information in one place, making it easier to track performance and plan ahead.

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Frequently asked questions

Which systems has 4CAST integrated with HubSpot?

The case studies on this page cover athenahealth, Tebra, Tasso, Perfect Gift, JobRobotix and ConnectWise Manage. 4CAST also builds HubSpot integrations with EMR and practice management systems such as eClinicalWorks, ModMed, DrChrono, Practice Fusion, PracticeSuite and Zenoti.

Can HubSpot sync with an EHR in both directions?

Yes. In the athenahealth case study, patient details, appointments, insurance, consent forms, identification documents and patient cases move in both directions between athenahealth and HubSpot every 10 minutes.

How often do these integrations update HubSpot?

It depends on the project: every 10 minutes for the athenahealth sync, every hour for the Tebra and JobRobotix syncs, triggered by HubSpot actions plus scheduled checks for Tasso, and run by a HubSpot workflow for ConnectWise.

Is HubSpot HIPAA compliant?

Yes. HubSpot supports HIPAA requirements through a Business Associate Agreement (BAA) and sensitive data features in its Smart CRM. 4CAST configures HubSpot so protected health information is stored, accessed and integrated to HIPAA standards.

Who is 4CAST?

4CAST Agency is a nurse-owned HubSpot Solutions Partner based in Miami, Florida, that works only with healthcare organizations. It implements HIPAA-ready HubSpot CRM, builds EMR/EHR integrations, and runs revenue operations and marketing for practices, med spas, mental health and dental practices, and healthcare SaaS companies.

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