DoctorConnect to HubSpot
Patient engagement platform for medical practices. It covers appointment reminders, recall, secure two-way text, digital intake forms and surveys, and it integrates with 150+ EHR/PMS systems.
DoctorConnect data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 3 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for DoctorConnect
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts
Enquiry and referral data only.
Mid migration
10k-100k contacts
Adds appointments and preferences.
Large migration
>100k contacts, multi-site
Multi-practice, multiple EHR integrations.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves DoctorConnect: what you need to get in, what lands in HubSpot, and what will not.
REST (plus MCP) via the AI Agent Gateway, aimed at messaging and engagement actions rather than bulk export
An OAuth 2.1 token issued by a clinic that already uses DoctorConnect.
Choose your route
How will you move the data?
No native connector was found.
- You need: An OAuth 2.1 token issued by a clinic that already uses DoctorConnect.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Gateway REST/MCP verbs for messages and appointments (documented as action-oriented, not bulk export)
- Digital forms module offers document export options, including PDFs of completed forms
- Vendor-assisted data extract (not documented; confirm with DoctorConnect support)
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In DoctorConnect
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patient/enquiry contact records (including contact preferences) | Contacts | partial | Likely sourced from the EHR/PMS or a vendor extract. Limit to permitted enquiry data. |
| Appointments and confirmations | Custom objects | partial | There is no standard appointment object in HubSpot, so a custom object is needed. The gateway exposes appointment verbs, but export fields are undocumented. |
| Referral sources | Contacts | manual | Map to a contact property. Source field availability is unconfirmed. |
| Opt-out and messaging preferences | Contacts | partial | Opt-outs are handled in DoctorConnect, so reconcile them with HubSpot subscription status. |
| Survey and intake form responses | Notes | manual | Forms can be exported as documents. Exclude clinical content. |
| Message history (SMS/secure messages) | Notes | manual | Export availability is undocumented. Secure messages may contain PHI. |
What to expect
These stay in the EHR/PMS and are out of scope for HubSpot.
Handled natively by DoctorConnect and not portable to HubSpot.
They are specific to DoctorConnect, so you would need to rebuild or replace them.
Messaging runs natively in DoctorConnect and HubSpot has no equivalent HIPAA texting.
No self-serve bulk export is documented.
Sensitive-data permissions need scoping before transfer.
Restrict the migration to non-clinical fields. Review HubSpot's sensitive-data and HIPAA options with legal.
Export opt-out status first and load it as unsubscribed before any sends.
Get written confirmation of the extract format from DoctorConnect.
Treat the EHR as the master and sync only the fields you need.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Vendor pages confirm the product and an OAuth 2.1/REST gateway built for messaging. They do not document bulk data export or object schemas, and HubSpot has no documented native connector. Object mapping and the export path are analyst inference from category knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate DoctorConnect to HubSpot?
1. Confirm with DoctorConnect support which extracts exist (contacts, appointments, opt-outs, forms). 2. Decide the permitted-data allow-list and exclude clinical fields. 3. Review the HIPAA/BAA position for HubSpot with compliance. 4. Inventory the EHR/PMS integrations that DoctorConnect currently writes back to.
What does not move from DoctorConnect to HubSpot?
Clinical records, EHR data and treatment workflows, Telephony, carrier opt-in, quiet-hours and delivery-retry logic and EHR write-back integrations. Plan to rebuild or retire these.
How long does a DoctorConnect to HubSpot migration take?
Small (<10k contacts): 3-5 weeks. Mid (10k-100k contacts): 6-10 weeks. Large (>100k contacts, multi-site): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from DoctorConnect?
An OAuth 2.1 token issued by a clinic that already uses DoctorConnect.
What compliance issues apply when moving DoctorConnect data?
Check: Health (PHI/HIPAA), Minors (pediatric practices) and SMS consent (TCPA). Agree consent, retention and access rules before exporting.
Moving DoctorConnect into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner