Velarya
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HubSpot

Available on request
HIPAA-readyWe sign a Business Associate Agreement
Pricing
Connected plan Quoted on the scoping call.
Patient data
Uses patient data
Developer
Velarya
Request this integrationPlans and pricing
What syncs once builtOut of Velarya

  • Member name, email and phonePatient data

    In HubSpotContact record, matched by email address

    In VelaryaMember profile

  • Points balance and wallet creditPatient data

    In HubSpotSensitive Data contact properties

    In VelaryaMember wallet

  • Membership plan and statusPatient data

    In HubSpotSensitive Data contact properties

    In VelaryaMemberships

  • Completed visits and referralsPatient data

    In HubSpotLast visit date, visit count and referral count properties

    In VelaryaAppointments, QR check-ins and referral activity

Members, points and memberships on your HubSpot contacts

Available on request. Our team builds the HubSpot connection for your practice after a scoping call. Once built, it keeps your HubSpot contacts current with your loyalty program. Each member's points balance, wallet credit, membership and referral activity lands in contact properties your team can filter and report on in HubSpot, so marketing works from the same numbers patients see in the app.

  • Creates or updates a HubSpot contact for every loyalty member
  • Keeps points balance and wallet credit current on the contact
  • Adds membership plan and status for member-only follow-ups
  • Records last visit, visit count and referrals as contact properties
  • Stores patient data only in Sensitive Data properties
Works with
Member profiles, Points, Wallet credit, Memberships, Referrals
Relevant for

Med spas, Dental practices, Orthodontics, Dermatology

Categories

CRM & marketing

How it works

Available on request. Book a call, we scope it against HubSpot's published API, build and test it with your team, and it goes live in your account.

  1. A HubSpot Super Admin authorizes the connection and its access to Sensitive Data properties.

  2. Velarya's signed webhooks tell the connection when a member record, appointment or sale changes.

  3. The connection writes each change to the matching contact through HubSpot's CRM API, matched by email address.

  4. HubSpot lists and reports pick up the loyalty properties like any other contact property.

Each connection is scoped on a call and quoted separately, and the timeline is agreed on that call.

Questions

About the HubSpot connection

Does Velarya integrate with HubSpot?

Available on request: our team builds the connection for your practice after a scoping call, using HubSpot's published API. Once it is live, it writes points, wallet credit and membership status to Sensitive Data properties on your HubSpot contacts.

What shows up on a HubSpot contact?

The member's points balance, wallet credit, membership plan and status, last visit date, visit count and referral count, each in its own contact property. We agree the exact property list with you on the scoping call.

Which HubSpot subscription do we need?

An Enterprise subscription. Loyalty data about your patients is protected health information, and HubSpot stores it only in Enterprise accounts with Sensitive Data turned on and its BAA accepted. Any Enterprise edition of Smart CRM, Marketing Hub, Sales Hub or Service Hub qualifies.

Can our team build lists on loyalty data in HubSpot?

Yes, within HubSpot's rules for Sensitive Data. You can filter contacts on loyalty properties, while some HubSpot tools, such as personalization tokens, leave Sensitive Data properties out. We map which property feeds which tool on the scoping call.

How do we request the HubSpot connection?

Book a demo and pick HubSpot. We check your subscription and Sensitive Data settings with your HubSpot Super Admin, agree the properties and the timeline on the scoping call, then build and test the connection with your team.

Support

Our team builds and supports this connection.

Patient data

Loyalty records identify your patients, so they sync only into Sensitive Data properties in a HubSpot Enterprise account that has accepted HubSpot's Business Associate Agreement. Velarya signs its own BAA with your practice. We confirm the setup with your HubSpot admin on the scoping call.

“To store HIPAA-covered data, you must select both the Health/Medical Data checkbox and the We are a HIPAA-covered entity or business associate checkbox.”

HubSpot, Inc., knowledge.hubspot.com/account-security/store-sensitive-data, read on

See how we protect patient data.

Requirements

On our side: the Connected plan.

About HubSpot

HubSpot is a customer platform. Its Smart CRM holds contacts, companies and deals, and Marketing Hub, Sales Hub and Service Hub work from the same records.

Resources
Last verified

· HubSpot facts on this page were checked against developers.hubspot.com/docs/api-reference/latest/overview, knowledge.hubspot.com/account-security/store-sensitive-data, developers.hubspot.com/docs/api-reference/latest/crm/properties/sensitive-data.

Trademarks

HubSpot is a registered trademark of HubSpot, Inc. Velarya is independent of HubSpot, Inc. and is not affiliated with, sponsored by or endorsed by HubSpot, Inc.

The logo shown for HubSpot belongs to HubSpot, Inc. and appears here only to identify its product.

Want the HubSpot connection for your practice?

Book a call. We scope the HubSpot connection against HubSpot's published API and agree the timeline with your team.

Request this integration