Sync clients to HubSpot and add them to lists and workflows automatically when they book, buy a package, or enroll.
HubSpot is a CRM and marketing automation platform for managing contacts, lists, and marketing and sales workflows. When you link the HubSpot Connector, Practice Better creates a HubSpot contact for each new client and adds them to lists and workflows when a booking is confirmed, a package is purchased, or a client enrolls in a program. HubSpot is available with the Connector Hub add-on on Plus and Team plans. See every HubSpot workflow.
Trigger HubSpot workflows — Add clients to a workflow when they book, buy a package, or enroll, so your follow-up runs without manual enrollment.
Build lists by offering — List additions for bookings, packages, and enrollments let you group clients by what they purchased.
Create contacts without data entry — Every new client becomes a HubSpot contact automatically.
Bring HubSpot leads in as clients — A new contact added to a list in HubSpot is added as a client in Practice Better.
The practice owner connects one HubSpot account through a one-time authorization. Client sync is practice-wide.
Each practitioner then chooses how their own sessions, packages, and enrollments sync to HubSpot. Solo practitioners complete both steps themselves.
A new client creates a contact, and a confirmed booking, package, or program enrollment adds that contact to a list or a workflow.
Turn on Connector Hub, link your HubSpot account, and Practice Better keeps your contacts, lists, and workflows in sync automatically.
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