How HubSpot Transformed Businesses for A Healthcare Clinic

Smartmates has helped overcome challenges in Appointment Management and achieve results with HubSpot.

  • Learn how A Healthcare Clinic optimised their workflows with HubSpot.
  • Discover tailored solutions for A Healthcare Clinic

  • Explore measurable results achieved with HubSpot products.

  • Gain actionable insights to enhance Appointment Management.

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Restoring Appointment Integration for a Healthcare Clinic with HubSpot CRM and Acuity

Learn how Smartmates restored Acuity and HubSpot CRM integration for a healthcare clinic specialising in eye surgeries, ensuring smooth appointment scheduling and data accessibility.

In the healthcare sector, efficient appointment management is critical, especially for a clinic specialising in day surgeries for eye-related treatments. This client offers services ranging from vision correction and cataract surgeries to other ophthalmic procedures. They rely on HubSpot for CRM and marketing, while using Acuity for booking appointments, allowing customers to schedule directly with the clinic. With Smartmates’ assistance, they were able to resolve an integration issue, ensuring seamless appointment scheduling between Acuity and HubSpot.

Overcoming Integration Challenges Between Acuity and HubSpot

Before partnering with Smartmates, the clinic faced several challenges:

Failed Integration

Initially, the clinic had a custom application developed to integrate Acuity with HubSpot, allowing appointment bookings to sync automatically.

Loss of Integration Functionality

Over time, this custom integration stopped working, and the development team who built it declined to provide access, leaving the clinic without a functioning system.

Need for Reliable Syncing

The clinic required a seamless sync between Acuity and HubSpot to manage appointment coordination for their clients effectively.

These challenges led the clinic to seek a new, reliable integration solution to keep their booking and CRM systems in sync.

The Smartmates Solution: Zapier Webhook Integration

To address these issues, Smartmates recommended an alternative integration method:

Zapier Webhook Setup

After exploring various options, we identified a Zapier webhook as a viable replacement for the custom application, enabling Acuity to sync with HubSpot smoothly.

Removal of Custom Application

We removed the custom application that had previously caused issues and replaced it with a straightforward Zapier setup.

Reliable Data Transfer

With Zapier in place, all Acuity bookings are now accurately transferred to HubSpot without any interruptions, restoring the clinic’s ability to manage appointments effectively.

This new solution has ensured that the client’s booking system operates seamlessly, without reliance on inaccessible custom-built applications.

Related product:

Related Integration:

Outcome: Restored Appointment Sync and Enhanced Efficiency

Smartmates’ solution provided significant benefits for the clinic’s operations:

Consistent Appointment Syncing

With the Zapier integration, the clinic’s appointments are reliably transferred from Acuity to HubSpot, ensuring a smooth scheduling process.

Improved Data Accessibility

Staff can now access appointment data directly in HubSpot, streamlining client interactions and improving operational efficiency.

Enhanced Reliability

By using Zapier, the clinic now has a dependable integration that doesn’t rely on the original inaccessible custom app.

Why Choose Smartmates? Your Certified HubSpot Partner

Smartmates is a certified HubSpot solutions partner with extensive experience in solving complex integration issues. Our expertise spans HubSpot’s suite of tools, enabling us to tailor solutions that fit your unique needs. By partnering with Smartmates, you gain access to industry-specific insights, ongoing support, and reliable automation solutions to streamline your processes and fuel growth.

Transform your appointment management and client coordination processes with Smartmates, a HubSpot partner dedicated to helping healthcare clinics operate smoothly and deliver exceptional patient experiences.

Explore Our Services

New Setups

We offer seamless, stress-free HubSpot setup services, customising everything from CRM configurations to complex integrations

On Demand Support

Our expert HubSpot specialist team is available to jump in whenever you need, offering quick, reliable support for any ad-hoc challenges that arise

Project Rollouts

When it comes to HubSpot implementation, we ensure every detail is handled with precision.

Training Programs

Our training is designed to give you confidence in using HubSpot effectively.

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