HubSpot CRM – Dental Clinic Chain

Enterprise HubSpot CRM implementation across a 5-branch dental clinic chain with IVORIS API and Make.com automation.

Overview

Implemented HubSpot CRM for a multi-branch orthodontic clinic chain with five locations, integrating with IVORIS API.

Client

Dental Clinic Chain (Confidential)

Year

2024

Project Goal

Implement a unified CRM system across 5 branches that standardizes patient workflows.

Implemented Improvements

Key Improvements

Unified CRM process across 5 clinic branches

HubSpot integration with IVORIS orthodontic API

Make.com workflow automation for seamless data flow

Custom deal pipeline with orthodontic-specific stages

Comprehensive staff training across all locations

Ongoing monitoring and iterative improvement system

The Challenge

The Problem

Five branches with different workflows, no centralized CRM, and complex integration requirements.

Our Response

The Solution

Enterprise HubSpot CRM with unified processes, IVORIS API integration, and Make.com automation.

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