HubSpot Bidirectional. Whatever you love, we’ll integrate with.
A client ran their CRM in HubSpot, so that’s where we met them. A bidirectional integration: leads convert to patients automatically, and patient updates flow back to HubSpot. We’re system-agnostic by principle — whatever tool you love, we’ll integrate with it.
Lead converts → Cerbo patient • patient update → back to HubSpot
—— Why We Built It
Your CRM is a choice. We respect it.
A client had built their whole sales motion in HubSpot — pipelines, automations, reporting, the works. The last thing they needed was a software partner telling them to start over somewhere else. The gap wasn’t HubSpot; it was the silence between their CRM and their chart.
So we closed it, both ways. Leads convert to patients in Cerbo automatically, and patient updates flow back to HubSpot. It’s the same principle behind every integration we build: we’re system-agnostic — whatever you love, we’ll integrate with.
—— What It Does
Sales and care, finally on the same page.
Leads convert to patients
When a deal is won in HubSpot, a patient is created in Cerbo automatically — no re-keying, no handoff lost between teams.
Updates flow back to HubSpot
As a patient’s status changes in Cerbo, the HubSpot record stays current — your pipeline reflects who actually became, and stayed, a patient.
Truly bidirectional
Information moves both directions continuously — sales sees what care knows, and care begins with what sales captured.
Pipeline that matches reality
Conversions and outcomes feed back automatically, so HubSpot’s reporting tracks real patients — not stale, hopeful guesses.
System-agnostic by design
HubSpot, Zoho, GoHighLevel — we don’t push our own CRM. Wherever your team works, that’s where we connect.
Cerbo holds the truth
The patient lives in Cerbo as the system of record; HubSpot stays a faithful reflection — one truth, kept in sync.
Whatever You Love
We don’t sell you a CRM. We connect the one you chose.
System-agnostic isn’t a tagline — it’s a promise. You picked HubSpot for good reasons, and those reasons still hold. Our job is to make it talk to Cerbo cleanly, in both directions, so the tool you love and the record you trust finally work as one.
Run HubSpot. Live in Cerbo.
Cerbo is the best EHR in functional medicine. Always has been. Always will be.