HubSpot Implementation Success Stories in Health Care

Healthcare Case Studies

Health businesses balance clinical care, compliance and growth

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Health, healthcare technology, mental health and laboratory testing businesses operate where compliance, care and commercial growth all matter.
Health-adjacent clients include Plumm Health (mental health platform), Healthshare, Cansford Laboratories, Rescape Innovation, AllyGPO.
ISO 27001 data handling provides enterprise-grade reassurance for healthcare contexts.

Sensitive data, complex workflows, integrated platforms

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Sales, marketing and service hubs configured for clinical and commercial workflows in tandem.
Custom integrations linking healthcare platforms to HubSpot CRM.
Data migration handled with care — ISO 27001 certified data handling for sensitive client information.

Care, clarity and continuous improvement

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Client engagement teams supported with hands-on training and reference materials they continue to use.
Strategic suggestions that go beyond the brief — relationships that operate beyond the original marketing scope.
A partner who takes care to understand the business before suggesting solutions.

Name AllyGPO
INDUSTRY Health care
size 30 people
location USA

Excellent Partner for Web Development

PYB was able to enhance the performance of our member portal by creating new capabilities in a smart, efficient, and effective manner! A key feature of our member portal is to provide members access to embedded dashboards / analytics. After the initial build, we realized that we had failed to plan for certain use cases and lacked the technical capabilities to address the gaps in-house. We found PYB on a recommendation from a sister company and could not have been more pleased with the engagement. They asked thoughtful questions and made insightful recommendations while scoping the project; they worked expeditiously and met a very tight deadline; they delivered technical solutions that fully satisfied our requirements on time and under budget. I will continue to use PYB as we identify additional enhancements, and I highly recommend them them to others!!

Kevan Corbett

Chief Operating Officer

Name Healthshare
INDUSTRY Health care
size 250 people
location UK

Best UK based HubSpot onboarding partner!

Martin and Elisa and the team at Plus Your Business came highly recommended by HubSpot as an effective onboarding partner - they didn't disappoint! From the outset they were focused on our requirements and their knowledge and the support and expertise they provided was exemplary throughout the process. They went 'over and above' to provide us with working solutions. We continue to employ their services and I have no hesitation in recommending Plus Your Business as a HubSpot implementation partner.

Greg Holt

Group Marketing Director

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Name Rescape Innovation
INDUSTRY Health care
size 10 people
location UK

HubSpot and digital marketing expert

Martin and the team at Plus Your Business have been outstanding at understanding what we wanted to achieve and then devising and implementing a plan to deliver it. They've been super responsive throughout and nothing has been to much trouble.

Matt Wordley

CTO / Product Director

Name Cansford Laboratories
INDUSTRY Health care
size 40 people
location UK

Focus, energy and results

Martin and Elisa have invested in fully understanding our business, its goals and apirations and they make sure our digital efforts get the desired results. And they do this with energy, razer-sharp focus and brains! Many make agencies claim to 'partnering' their clients, but few really support through fair weather and foul. Martin and Elisa are a rare exception; thinking problems through and troubleshooting where needed. They are also very nice people to work with!

Alex Swann

Sales and Marketing Director

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Name Plumm
INDUSTRY Health care
size 170 people
location UK

Nabil Ismail

CEO

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Name Datapharm
INDUSTRY Health care
size 70
location UK

Knowledgeable and professional

We worked with the Plus your business team during Q4 2022. They displayed excellent knowledge of B2B businesses and HubSpot. Everyone in our sales, customer success and marketing teams found them to be helpful, professional and knowledgeable. They took the time to learn about our business and our issues/needs, then suggested ways in which HubSpot could better support us. We are very happy with the results.

Karina Gómez

Digital Marketing Manager

Name HCI Group
INDUSTRY Health care
size 600 people
location USA

PYB Delivered!

I recently had the pleasure of working with PYB to redesign our corporate website, and I couldn't be happier with the results. From start to finish, Martin, Colman and the team were incredibly easy to work with and always responsive to our questions and requests. I highly recommend PYB to anyone looking for a talented website design team that excels at design and inbound marketing. PYB truly went above and beyond to create a website that not only looks great but also functions seamlessly.

Chris Parry

Marketing

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Health Care HubSpot FAQs

Healthcare providers, diagnostics laboratories and health platforms work under audit, data protection and pathway pressures. Clinical and commercial teams need the same picture without sharing the same access. These answers cover how Plus Your Business configures HubSpot for healthcare specifically.

Can HubSpot manage enquiries and referrals across a patient or customer pathway?

Yes. We build pipelines that track each enquiry or referral through its stages. Web, phone and partner sources land in one place. Staff see what each contact needs next instead of working from memory.

"From the outset they were focused on our requirements and their knowledge and the support and expertise they provided was exemplary throughout the process."

- Greg Holt, Group Marketing Director, Healthshare.

Can HubSpot keep clinical and commercial teams on the same record?

Yes. We use partitioning and structured properties so each team sees its own view. Clinical, sales and marketing read the same underlying record. Leadership still gets one reporting picture across the organisation.

Does HubSpot handle healthcare data protection and GDPR?

Yes. For Cansford Laboratories we configured workflows so consent, retention and access sit inside structured properties and comply with GDPR. HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams.

"Elisa and Martin from Plus Your Business are the additional team members every business needs - experts in their field, always offering solutions, responsive to any issues you may have."

- Saska Shepherd, Digital Marketing Manager, Cansford Laboratories.

Can HubSpot replace spreadsheet-based reporting for a clinical operation?

Yes. Rehab.com moved from outdated Excel reports to a HubSpot dashboard built to its process. We set up workflows and sequences that reflect how the team works. Reporting becomes a single live view rather than a manual rebuild.

"They helped us migrate from outdated Excel based reports to a fully customized-to-our-needs HubSpot dashboard."

- Nicholas Shaffer, Technical Project Manager, Rehab.com.

Can HubSpot support B2B sales into healthcare and pharma?

Yes. For Datapharm we configured HubSpot around how sales, customer success and marketing work together. Multiple stakeholders sit on one account. The system reflects a considered B2B buying cycle rather than a quick transaction.

"They displayed excellent knowledge of B2B businesses and HubSpot."

- Karina Gomez, Digital Marketing Manager, Datapharm.

Can HubSpot integrate with the systems a healthcare provider runs?

Yes. We connect HubSpot to support, finance and operational tools through Operations Hub and the HubSpot API. Plumm Health consolidated from Intercom and Pipedrive into one system. Data flows between platforms without manual re-keying.

Can you reconfigure a HubSpot account that no longer fits our processes?

Yes. We reconfigure existing HubSpot accounts to match new processes and goals. We change what helps and leave what works. The account is realigned without disrupting the team day to day.

"Martin and Elisa have been an absolute pleasure to work with in reconfiguring our HubSpot account to align with our new processes and goals."

- John Gentle, Chairman, Rehab.

How is patient and health data kept secure and compliant?

HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams. Access control matters when healthcare buyers assess data handling before signing.

How long does a healthcare implementation take?

Most projects reach initial functionality in four to six weeks. We prioritise the enquiry and referral flow so operations work first. Compliance configuration and integrations follow in phases.

What HubSpot products does a healthcare provider typically need?

Marketing Hub for patient and referrer communication. Sales Hub for the enquiry pipeline. Service Hub for support. Operations Hub for integration. Custom Objects model the regulated record where pathways are complex.