TRAK + HubSpot Integration
TRAK, part of the Magic Touch suite from DLTGroup, is dental laboratory management software covering production tracking, CRM, billing, and shipping. Our integration brings dentist accounts, case status, and billing data into HubSpot so labs can coordinate production milestones with automated client communication and relationship marketing.
Integration Details
- API Type
- Magic Touch / TRAK API
- Sync Direction
- Bidirectional
- Status
- available
Data Sync Objects
| HubSpot Object | TRAK Object | Direction |
|---|---|---|
| Companies | Dentist Accounts | Two-way |
| Contacts | Dentist Contacts | Two-way |
| Deals | Cases | External → HubSpot |
| Timeline Events | Case Status Updates | External → HubSpot |
Use Cases
Case Status Notifications
Keep dentists informed as their cases move through production.
Account Growth
Identify and nurture dentists with growth potential.
Billing Follow-up
Automate follow-up tied to billing and shipping events.
Features
Frequently Asked Questions
How does the TRAK HubSpot integration work?
TRAK, part of the Magic Touch suite from DLTGroup, is dental laboratory management software covering production tracking, CRM, billing, and shipping. Our integration brings dentist accounts, case status, and billing data into HubSpot so labs can coordinate production milestones with automated client communication and relationship marketing. The integration supports bidirectional sync via Magic Touch / TRAK API.
What data can I sync between TRAK and HubSpot?
You can sync Dentist Accounts to Companies, Dentist Contacts to Contacts, Cases to Deals, Case Status Updates to Timeline Events.
What are the main use cases for TRAK + HubSpot?
Case Status Notifications: Keep dentists informed as their cases move through production. Account Growth: Identify and nurture dentists with growth potential. Billing Follow-up: Automate follow-up tied to billing and shipping events.
How long does it take to set up the TRAK integration?
Setup time varies based on complexity, but most integrations are live within 2-4 weeks.
Do you provide ongoing support?
Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.
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Ready to connect TRAK to HubSpot?
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