Luma Health to HubSpot
US patient-engagement platform for healthcare providers. It covers scheduling, messaging, intake forms, referrals, broadcasts and AI assistants, and integrates with major EHRs.
Luma Health 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 Luma Health
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 patients
Contacts and referral source only.
Mid migration
10k-100k patients
Adds appointments and preferences.
Large migration
>100k patients, multi-facility
Multiple facilities, EHR coordination and heavy compliance review.
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 Luma Health: what you need to get in, what lands in HubSpot, and what will not.
REST (OpenAPI 3.0, Rest-Service v2.0.0) at https://api.lumahealth.io/api/v2; not a FHIR endpoint
Client ID and secret generated through the Authentication API. The Luma MCP docs separately mention an API token generated in account settings.
Luma account with API access enabled. The exact admin role is unknown.
Choose your route
How will you move the data?
No native connector was found.
- You need: Client ID and secret generated through the Authentication API. The Luma MCP docs separately mention an API token generated in account settings.
- Permission: Luma account with API access enabled. The exact admin role is unknown.
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.
- REST API pulls of patients, appointments, referrals, engagements and reports
- Reporting & Audits API operational reports
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 Luma Health
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patients | Contacts | partial | Move only demographic and contact fields that have been permitted. Exclude clinical and insurance identifiers unless explicitly approved. |
| Appointments | Custom objects | partial | Appointments could map to a custom object or to Meetings. Appointment type, provider and facility become properties or associations. |
| Referrals (inbound/outbound) | Deals | partial | Referral source can be a Contact property or a Deal. Mapping depends on the pipeline design. |
| Messaging and engagement settings | Contacts | manual | Communication preferences and opt-outs map to HubSpot subscription and consent properties. They need review before they are set. |
| Broadcasts and campaigns | Custom objects | manual | Campaign history can be archived as properties or notes. Flows are rebuilt in HubSpot. |
| Providers and facilities | Custom objects | manual | Use as reference or lookup data. |
What to expect
Scope note says to retain these in the EHR. HubSpot is not a clinical system.
Sensitive financial data. Do not move it into HubSpot.
There is no equivalent import. These must be rebuilt.
Logic is platform-specific.
Needed for dedupe and traceability.
HubSpot is only suitable for PHI under specific conditions.
Minimise fields, get compliance sign-off, and use HubSpot sensitive data properties only where permitted.
Migrate opt-outs first and suppress those contacts before any send.
Confirm with the Luma account team and request sandbox access.
Test the extract on a sample.
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.
The REST API and its objects are described only by third-party profiles (API Evangelist, APIs.io), not by vendor docs I could open. Luma Health's own export options, HubSpot connector status, certifications and residency are unverified. The Luma event platform (luma.com) in the results is a different product and was excluded.
Sources
Related migrations
Frequently asked questions
How do I migrate Luma Health to HubSpot?
1. Confirm with Luma which API access and credentials are provisioned, and generate an OAuth2 client ID and secret. 2. Inventory Patients, Appointments and Referrals and the fields needed in HubSpot. 3. Decide which fields are excluded (clinical, insurance, payment) and get privacy sign-off. 4. Design HubSpot properties, an appointment custom object and a Luma patient ID property.
What does not move from Luma Health to HubSpot?
Clinical records and EHR-sourced data, Stored payment cards, billing and copays, insurance eligibility and Luma automations, bot flows and scheduling logic. Plan to rebuild or retire these.
How long does a Luma Health to HubSpot migration take?
Small (<10k patients): 3-5 weeks. Mid (10k-100k patients): 6-10 weeks. Large (>100k patients, multi-facility): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Luma Health?
Client ID and secret generated through the Authentication API. The Luma MCP docs separately mention an API token generated in account settings. Luma account with API access enabled. The exact admin role is unknown.
What compliance issues apply when moving Luma Health data?
Check: Health (PHI/HIPAA), Financial (payment cards, insurance) and Possible minors. Agree consent, retention and access rules before exporting.
Moving Luma Health into HubSpot?
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