RevenueWell to HubSpot
Dental patient engagement and marketing platform covering messaging, campaigns, forms, scheduling, phone and reporting. It syncs with dental practice management systems (PMS).
RevenueWell data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for RevenueWell
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
up to 5k patients, single location
Mid migration
5k-30k patients, a few locations
Large migration
30k+ patients, DSO or multi-location
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 RevenueWell: what you need to get in, what lands in HubSpot, and what will not.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
- Request a data export from RevenueWell support (assumed; not documented in sources found)
- Use the PMS (Open Dental, Eaglesoft, Denticon, Dentrix Ascend) as the system of record for patient, appointment and treatment data
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In RevenueWell
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patient Profiles (contact info) | Contacts | partial | Profiles mirror PMS records, so the PMS is the cleaner source. Move only permitted contact fields. |
| Appointment history | Meetings | partial | Visible in RevenueWell via PMS sync. Import as Meetings or custom properties, and exclude clinical detail. |
| Treatment plans and balances | Custom objects | manual | Clinical and financial data. Out of scope by default, so decide case by case after permissions review. |
| Campaign and engagement preferences | Contacts | manual | Map opt-in and opt-out status to HubSpot communication subscriptions. No export path documented. |
| Referral sources | Contacts | manual | Not documented; likely a contact property. Needs discovery. |
| Intake and health-history forms | Files | no | Written back to the PMS as data or PDFs. Retain them in the PMS or EHR. |
What to expect
Written back to the PMS and containing PHI. It should stay in the clinical system.
No documented export. HubSpot has no native equivalent for SMS threads.
Campaigns are triggered by PMS data, which HubSpot cannot read natively.
These write back to the PMS, so the new HubSpot forms must be reconnected or replaced.
RevenueWell currently syncs with the PMS every 2 to 15 minutes. Replacing that sync needs a separate integration.
Scope permitted fields first. Review HubSpot's sensitive-data settings and any BAA requirements before transfer.
Export suppression lists and import them as unsubscribed before sending.
Plan the cutover so intake and scheduling keep working throughout.
Ask RevenueWell support early for a written export scope.
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 product and its PMS integrations are documented by the vendor. No public RevenueWell export or API documentation was found. Access, auth, limits and object mapping rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate RevenueWell to HubSpot?
1. Confirm with RevenueWell support which exports exist (patients, opt-outs, referral sources, appointments). 2. Identify the PMS (Open Dental, Eaglesoft, Denticon or Dentrix Ascend) and its version. 3. Classify fields as permitted, sensitive or clinical, and exclude PHI from scope. 4. Inventory active Automatic Campaigns, forms and scheduling settings.
What does not move from RevenueWell to HubSpot?
Health history and medical form data and Two-way text and email message history. Plan to rebuild or retire these.
How long does a RevenueWell to HubSpot migration take?
Small (up to 5k patients, single location): 2-4 weeks. Mid (5k-30k patients, a few locations): 4-8 weeks. Large (30k+ patients, DSO or multi-location): 8-16 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving RevenueWell data?
Check: Health information (PHI/HIPAA), Financial (balances, insurance) and Possible minors (pediatric patients). Agree consent, retention and access rules before exporting.
Moving RevenueWell 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