Log In

Book Demo
Start for Free

Connect Epic and HubSpot — HIPAA-Compliant, No Code

Knack Health connects Epic to HubSpot with automated workflows built for healthcare teams. Sync patient data, automate CRM follow-ups, and keep your team in the loop — no developers, signed BAA included.
Start Building Free
Book a Demo
Epic HubSpot Integration
Trusted by hundreds of healthcare organizations. Signed BAA included.

What You Can Do When Epic Connects to HubSpot

Epic manages your clinical and patient records. HubSpot handles your CRM, marketing, and patient communications. Knack Health automates the handoff between them — HIPAA-compliant, no code.

New patient intake → HubSpot contact created automatically

When a new patient record is created in Epic, Knack triggers a HubSpot contact record — no manual data entry, no duplicate work.

Appointment confirmed → CRM follow-up sequence triggered

When an appointment is scheduled or confirmed in Epic, Knack fires a HubSpot enrollment to start a pre-visit communication sequence for the patient.

Referral captured in HubSpot → routed to Epic scheduling

New referrals or patient inquiries logged in HubSpot are automatically pushed to Epic, creating a pending scheduling record for your front desk.

Post-visit → HubSpot follow-up and review request triggered

When an appointment is marked complete in Epic, Knack triggers a HubSpot workflow to send a post-visit follow-up, satisfaction survey, or review request.
Knack Health Epic and HubSpot Integration

Set Up in Minutes. No Developers Required.

Build your healthcare app

Use Knack’s no-code builder — or AI — to create the app your team actually needs. Patient intake, care coordination, scheduling, billing — start from a template or build from scratch.

Connect with Flows

Add a Flow inside your Knack app to connect to Epic or HubSpot. Choose your trigger, set your actions, and map your data fields. No code required.

Automate and run

Your workflow runs automatically from that point on. Every step is logged, HIPAA-compliant, and visible in your Flows dashboard.

What Healthcare Teams Automate with Knack Health

Epic and HubSpot Integration - Patient Records

Patient Records: Keep Epic and HubSpot in sync automatically

New patients, updated contact details, and appointment records created in Epic flow directly into HubSpot — eliminating duplicate entry and keeping your CRM current without manual work.
Epic and HubSpot Integration - Patient Communications

Patient Communications: Trigger the right message at the right time

Epic appointment and visit events become HubSpot workflow triggers — automatically sending reminders, follow-ups, and care instructions through the patient’s preferred channel.
Epic and HubSpot Integration - Referrals

Referrals: From HubSpot inquiry to Epic record without the handoff gap

Patient leads and referrals captured in HubSpot are automatically routed into Epic as pending scheduling records — closing the gap between marketing and clinical intake.
Epic and HubSpot Integration - Medical Reports

Reporting: Combine clinical and CRM data for a full patient picture

Sync Epic patient data into HubSpot to build dashboards that connect clinical activity to engagement metrics — retention, re-activation, and care gap tracking in one place.

HIPAA Compliance Built Into Every Connection

Every workflow you run through Knack Health is covered — encrypted, logged, and backed by a signed BAA.

Signed BAA

Included on every HIPAA plan. No negotiating, no waiting.

Encrypted Data

All data encrypted in transit and at rest on every plan.

Role-Based Access

Control exactly who can view, edit, or trigger each workflow.

Record Change Logs

Every action is logged with a timestamp and user ID. Always on.

SOC 2 Type II Certified

Independently verified security controls across the platform.

Ready to Connect Epic and HubSpot?

Start building for free — no credit card required. Or talk to our team about your specific workflow.
Start Building Free
Book a Demo
HIPAA plans start at $625/month. Includes signed BAA, encrypted data, and record change logs.

Connect Epic with HubSpot FAQs

Is this integration HIPAA-compliant?
Yes. All connections built through Knack Health run on our HIPAA-compliant infrastructure. Every HIPAA plan includes a signed Business Associate Agreement, encrypted data handling, and record change logs.
No. Knack Flows uses a visual, no-code builder. You connect [EHR] and [CONNECTOR] by selecting triggers and actions from a menu — no API keys, no code, no engineers required.
Most integrations are live in under an hour. Complex multi-step workflows may take a few hours depending on your data mapping requirements.
Yes, when the connection runs through Knack Health. Our platform treats all patient data as PHI — it is encrypted in transit and at rest, every data movement is logged, and a signed BAA covers the entire workflow. Unlike general-purpose automation tools, Knack Health is designed specifically for HIPAA-covered data workflows.
Yes. Knack Health connects to Epic through its supported API layer, including FHIR-based endpoints. You do not need to manage the API integration directly — Knack Flows handles the connection. If your Epic instance requires specific configuration, our team can help you through setup.