When a new patient fills out your Jotform intake form, Make instantly creates a contact in HubSpot and a matching record in Xero for billing. The same name, address, insurance details, and contact info flows into both systems with zero copy-paste. Front-desk staff can focus on patients instead of data entry.
Set Make to trigger when a new Jotform submission comes in for your patient intake form.
Add a HubSpot action to create a new contact, mapping name, phone, email, and date of birth fields.
Add a Xero action to create a new contact under your 'Patients' group, mapping the same billing details.
Set up error notifications to Slack so your team knows if any record fails to sync.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountEliminate manual entry per new patient and reduce data errors by keeping a single source of truth — saving your busy practice real time every week.
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