Changing systemsHubSpot
Moving from HubSpot
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, sends each message, answers the replies and puts approved bookings back in your PMS. No workflows to build, and no extra hire to run them. Keep HubSpot for marketing if it runs your campaigns.
30 minutes. Bring your HubSpot workflows, not patient details.
After the switch
What does HubSpot do for your clinic today?
Why clinics switch
HubSpot is a strong marketing platform. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
HubSpot gives your team the tools to build follow-up. Coherent sets up and runs each programme, so there are no workflows to design, fix or keep an eye on.
Coherent reads each patient's visit pattern in your PMS. Someone who comes in once a year hears from you around their usual time, not after a fixed number of weeks.
Sending is the easy part. When patients reply with questions or need to reschedule, a coordinator answers to your clinic's booking rules. Anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, not just opens and clicks.
With HubSpot you pay for the licence, then for someone to run it. Coherent is one monthly price that covers the platform and the coordinators who use it.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics running follow-up in HubSpot told us on sales calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each HubSpot workflow pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your workflows, lists and forms, and agree what moves, what stays and what retires.
HubSpot audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its HubSpot workflow pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the workflow it replaced. Marketing stays in HubSpot if you keep it.
Checklist
Your HubSpot data
Already on HubSpot? That's a good start. Your forms, campaign tracking and history stay where they are, and Coherent takes over the patient follow-up.
Website forms, campaigns and ad reporting stay in HubSpot. Coherent replaces the patient follow-up workflows only.
We check your HubSpot unsubscribes against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your HubSpot contacts and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything HubSpot can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 10 November 2026.
Ask us your own questionYou can build sequences in HubSpot, but someone has to design them, keep them running and answer every reply. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. You can keep HubSpot for marketing and newsletters while Coherent runs patient follow-up. We agree who sends what, so no patient hears from both.
No. Coherent finds patients in your PMS appointment history. We check unsubscribes held in HubSpot before the first message.
Each one pauses on the day its Coherent programme starts. You switch it off once the programme runs well.
Yes. Use our coordinators, or have your front desk work from the Coherent inbox. Clinical questions always go to your team.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
HubSpot switch call
A walkthrough of what HubSpot does for your clinic today, what Coherent would run for you, and what stays where it is.
What does HubSpot do for you today?
Changing systemsHubSpot
Moving from HubSpot
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, sends each message, answers the replies and puts approved bookings back in your PMS. No workflows to build, and no extra hire to run them. Keep HubSpot for marketing if it runs your campaigns.
30 minutes. Bring your HubSpot workflows, not patient details.
After the switch
What does HubSpot do for your clinic today?
Why clinics switch
HubSpot is a strong marketing platform. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
HubSpot gives your team the tools to build follow-up. Coherent sets up and runs each programme, so there are no workflows to design, fix or keep an eye on.
Coherent reads each patient's visit pattern in your PMS. Someone who comes in once a year hears from you around their usual time, not after a fixed number of weeks.
Sending is the easy part. When patients reply with questions or need to reschedule, a coordinator answers to your clinic's booking rules. Anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, not just opens and clicks.
With HubSpot you pay for the licence, then for someone to run it. Coherent is one monthly price that covers the platform and the coordinators who use it.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics running follow-up in HubSpot told us on sales calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each HubSpot workflow pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your workflows, lists and forms, and agree what moves, what stays and what retires.
HubSpot audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its HubSpot workflow pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the workflow it replaced. Marketing stays in HubSpot if you keep it.
Checklist
Your HubSpot data
Already on HubSpot? That's a good start. Your forms, campaign tracking and history stay where they are, and Coherent takes over the patient follow-up.
Website forms, campaigns and ad reporting stay in HubSpot. Coherent replaces the patient follow-up workflows only.
We check your HubSpot unsubscribes against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your HubSpot contacts and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything HubSpot can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 10 November 2026.
Ask us your own questionYou can build sequences in HubSpot, but someone has to design them, keep them running and answer every reply. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. You can keep HubSpot for marketing and newsletters while Coherent runs patient follow-up. We agree who sends what, so no patient hears from both.
No. Coherent finds patients in your PMS appointment history. We check unsubscribes held in HubSpot before the first message.
Each one pauses on the day its Coherent programme starts. You switch it off once the programme runs well.
Yes. Use our coordinators, or have your front desk work from the Coherent inbox. Clinical questions always go to your team.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
HubSpot switch call
A walkthrough of what HubSpot does for your clinic today, what Coherent would run for you, and what stays where it is.
What does HubSpot do for you today?