Integrations / CRM & referrals

HubSpot CRM

Planned

Contacts, companies, referral opportunities, tickets, activities, and selected custom properties.

Status

The vendor offers a public API, but the Orvexa AI connector is not built yet. Use file import in the meantime where available.

What it provides

  • Contacts
  • Companies
  • Deals
  • Tickets
  • Activities
  • Custom properties

Setup

Coming soon. A HubSpot administrator will install the Orvexa AI app and approve the requested OAuth scopes.

Best suited to referral pipelines, clinic relationships, and follow-up - not as the source of truth for clinical records.

Matching records to patients

Linked by the CRM record ID. Orvexa AI can suggest a match from email and clinic identifiers, but staff confirm the link.

Other crm & referrals integrations

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