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Dental

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.

Dental LabsDental ManufacturingOrthodontic Labs

Integration Details

API Type
Magic Touch / TRAK API
Sync Direction
Bidirectional
Status
available
Get Started

Data Sync Objects

HubSpot ObjectTRAK ObjectDirection
CompaniesDentist AccountsTwo-way
ContactsDentist ContactsTwo-way
DealsCasesExternal → HubSpot
Timeline EventsCase Status UpdatesExternal → HubSpot

Use Cases

Case Status Notifications

Keep dentists informed as their cases move through production.

TRAK Case Status → HubSpot → Status Notifications

Account Growth

Identify and nurture dentists with growth potential.

TRAK Case History → HubSpot Lists → Growth Campaigns

Billing Follow-up

Automate follow-up tied to billing and shipping events.

TRAK Billing → HubSpot → Follow-up Sequences

Features

Dentist account sync
Production tracking
Billing and shipping data
Case status timeline
Lab CRM alignment

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.

Ready to connect TRAK to HubSpot?

Let's discuss your integration requirements and build a solution that works for your business.