Elevate the Patient Experience with HubSpot CRM & Ecosystem
Transition from scattered patient records to a Seamless Patient Journey. Manage everything from initial package inquiries and doctor appointments to post-treatment follow-ups on a single, secure, and PDPA-compliant platform.
Smart CRM (360° Patient View)
Consolidate patient data, preliminary medical history, and chat logs from LINE, Facebook, and Web into one profile. Admins can answer inquiries accurately without asking repetitive questions.
Sales Hub (High-Ticket Pipeline)
Manage pipelines for high-value packages (e.g., Plastic Surgery, IVF, Anti-Aging). Track statuses from the initial consultation to deposit payments and procedures.
Marketing Hub (Care Automation)
Utilize personalization to send automated email or LINE notifications for doctor appointments, promote annual check-up packages, or deliver tailored health tips based on patient segments.
Service Hub (Helpdesk & Telemed)
Create a ticketing system to handle post-treatment inquiries, medical certificate requests, or satisfaction surveys, raising your standard of service.
Secure API & Local Integrations
HubSpot is designed to securely connect with local systems and hospital backends, featuring strict PDPA compliance management.
100% LINE OA integration via Connectio for Thai patients.
API support for HIS (Hospital Information System) integration.
Consent Management system aligned with data privacy laws.
Ready to upgrade your Clinic or Hospital CRM?
Talk to our consultants for a demo tailored specifically for the Healthcare industry.
End-to-End Flow
Seamless Patient Journey
Visualize the entire process in one place—from attracting prospects and booking appointments to post-treatment follow-ups.
1
Attract & Connect
Attract individuals interested in health packages or treatments via multiple channels.
Social AdsSEO / BlogLINE OA
2
Capture Lead
Collect patient data systematically while acquiring proper PDPA consent.
Appointment FormsChatbotsLanding Pages
3
Consult & Assign
Admins screen symptoms and route inquiries to medical teams or sales consultants.
Lead RoutingTelemedicine LinkConsultation Notes
4
Visit & Treat
Send automated reminders prior to appointment dates to reduce no-show rates.
SMS/LINE RemindersDeal WonPayment Tracking
5
Care & Follow-up
Automate post-treatment follow-ups to monitor recovery and build long-term loyalty.
Executives can analyze the ROI of health campaigns in real-time.
Marketing ROIPatient DemographicsService SLA
Practical Use Cases
Designed for Healthcare Workflows
HubSpot is highly flexible, catering to large hospitals, aesthetic clinics, or anti-aging centers. Here are practical examples of real-world implementation.
Automated Appointment Reminders
Reduce no-show rates by setting up workflows to send automated reminder messages via LINE or email 1 day in advance, with buttons for patients to confirm or reschedule.
Eliminate manual confirmation calls for admins
Increase efficiency in doctor queue management
LINE OA Integration for Clinics
Thai patients prefer consulting via LINE. We integrate LINE OA 100% into HubSpot, enabling admins or nurses to reply to chats and update patient statuses from a single unified screen.
Chat history is permanently stored in the CRM
Send personalized broadcasts to specific patient segments
High-Ticket Sales Pipeline
For services with longer decision cycles (e.g., Plastic Surgery, Lasers, IVF), utilize the Sales Pipeline to manage prospect stages, helping sales reps follow up effectively and forecast revenue accurately.
Never miss following up on high-value cases
Analyze exactly where clients drop off in the decision process
Post-Care & Patient Loyalty
Create a lasting impression post-service by sending automated follow-up messages (e.g., 3 days post-procedure) with evaluation forms, or implement a point collection system for long-term retention.
Handle complaints swiftly via the Ticketing system
Stimulate repeat visits and patient retention
How We Deliver
Phased Implementation Plan
We understand the sensitivity of patient data. Our implementation process is designed to minimize risks, ensure front-desk operations run uninterrupted, and comply with security standards.
Week 1-2
Discovery & Patient Data Mapping
Our consultants analyze your patient intake process, define required properties (e.g., Blood Type, Allergies, Package Interests), and configure strict data access permissions.
Week 3-4
LINE Integration & Pipeline Setup
Build pipelines for the admin and sales teams. Integrate LINE OA via the Connectio app to seamlessly pull consultation chats directly into the HubSpot Contact Record.
Week 5-6
Automation, HIS Sync & Dashboard
Configure automated appointment reminders, design executive dashboards, and plan the data synchronization strategy with your Hospital Information System (HIS) if applicable.
Week 7+
Team Training & Go-Live Support
Conduct practical workshops for doctors, nurses, admins, and sales teams with localized manuals. The OurGreenfish team provides close support during the crucial launch period.
Testimonials
Trusted by Healthcare Providers
A glimpse into the success stories of clinics and hospitals that chose OurGreenfish as their transformation partner.
"Seamless LINE and CRM integration."
"Our clinic receives hundreds of inquiries daily via LINE. Previously, our admins struggled with massive duplicated work. OurGreenfish installed Connectio, allowing us to chat and view patient records directly within HubSpot. This has visibly increased our plastic surgery package sales."
Aesthetics Clinic
HubSpot Verified Review
"Truly elevates follow-up care."
"We focus on long-term care. OurGreenfish helped set up automated workflows to send post-treatment symptom checks and reminders for upcoming health screenings. Patients are impressed by the attention to detail, leading to higher retention rates."
We have extensive experience providing consultation and system implementations for leading medical facilities to ensure the best patient care.
Top Aesthetics Clinic
Plastic Surgery
Leading Wellness Center
Anti-Aging & IVF
Premium Dental Hospital
Dental Care
Private General Hospital
Healthcare Services
If your medical facility needs a system to improve patient care and enhance team efficiency.
Common Questions
Frequently Asked Questions (FAQ)
Top inquiries from clinic and hospital directors before starting with HubSpot.
Absolutely. Patient privacy is a top priority. HubSpot provides comprehensive features to support PDPA (alongside global standards like GDPR and base-level HIPAA readiness). This includes Consent Banners, consent logging, and granular User Permissions so that only authorized doctors or staff can view specific medical histories.
Yes. HubSpot is an open system (Open API). Our developer team can build middleware to connect data between HubSpot CRM and your Hospital Information System (HIS), ensuring patient histories and booking statuses are synced accurately on both ends to eliminate redundant work.
Not at all; this is our specialty. OurGreenfish provides the Connectio application which integrates LINE OA 100% into HubSpot. Admins can work on a single HubSpot screen and reply to patients directly on LINE. All chat histories are neatly logged within the patient's contact record.
Generally, we recommend starting with Sales Hub (Pro) to create pipelines for tracking high-value packages, alongside Marketing Hub (Pro) to automate appointment reminders and promotions. However, our consulting team will help assess and select the most suitable package based on your business size and budget during our discovery call.
Full Webinar Video
Watch now Health and Wellness Webinar
In today’s wellness-driven world, healthcare businesses need seamless systems to keep up with growing demand. With HubSpot and Ourgreenfish, you can streamline marketing, sales, and service — while personalizing patient journeys at every step
Rama 9 Hospital has implemented HubSpot Solutions from Ourgreenfish to enhance customer communication and optimize Digital Marketing strategies across various channels.
After using the system for 1 year, the hospital successfully increased customer data collection by 348% and received the Customer Centric Bronze Award for rapid response to customer needs through the HubSpot Solution provided by Ourgreenfish.
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