Simpler Data Management Thanks to a Custom Daktela and HubSpot Integration for Info pro lékaře

Info pro lékaře is a Czech company focusing on economic consulting and software for doctors and healthcare professionals. It has been operating on the market for over ten years, offering a wide range of services—from the economic management of medical practices to professional seminars. The company's core product is PURObot, a tool for clearly tracking performance and navigating reimbursement decrees.

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The Challenge

The client needed to reliably connect the Daktela system with HubSpot so that key data would transfer automatically and without manual work. However, the available integration tools were neither suitable nor cost-effective, making it necessary to design a tailored custom solution.

The goals were to:

Connect Daktela → HubSpot via a one-way integration.
Unify data structures and create an accurate map of the transferred data.
Ensure secure and stable data transfer.
Eliminate the manual re-entry of information.
Support further digitalization and automation of the client's processes.

The Solution

Definition of Integration Scope

At the beginning, we clarified the client's needs with them and decided whether two-way synchronization was required or if a one-way data transfer from Daktela to HubSpot would suffice. After evaluating the complexity, costs, and future maintenance, we mutually decided on a one-way integration.

At the same time, we discussed whether the Daktela team could handle the implementation directly, but the client ultimately opted for our solution due to our extensive experience with HubSpot.
Data Unification and Mapping Table Creation

Together with the client, we reviewed all the data points to be transferred to HubSpot and defined their format in the target system. We identified which standard HubSpot properties could be used and where custom properties needed to be created. The result was a clear mapping table that served as a definitive foundation for development and data accuracy verification.
Development, Testing, and Integration Demo

Based on the approved data map, we developed the integration logic and set up secure communication between Daktela and HubSpot. The solution also included logging and basic error reporting for easier monitoring.

Once a functional version was ready, we created a demo with sample data and presented to the client step-by-step how records are created or updated in HubSpot. The client provided feedback, which we used to fine-tune the details.
Solution Handover and IT Team Deployment

After finalizing the integration, we prepared technical documentation, including a description of the process, integration logic, and recommendations for long-term management. We handed the solution over to the client's IT team, who deployed it to the production environment with our support.

After verifying its stability and functionality, we opened a discussion with the client about further collaboration opportunities, which they can now pursue, partly thanks to the new integration.

1. Definition of Integration Scope

At the beginning, we clarified the client's needs with them and decided whether two-way synchronization was required or if a one-way data transfer from Daktela to HubSpot would suffice. After evaluating the complexity, costs, and future maintenance, we mutually decided on a one-way integration.

At the same time, we discussed whether the Daktela team could handle the implementation directly, but the client ultimately opted for our solution due to our extensive experience with HubSpot.
2. Data Unification and Mapping Table Creation

Together with the client, we reviewed all the data points to be transferred to HubSpot and defined their format in the target system. We identified which standard HubSpot properties could be used and where custom properties needed to be created. The result was a clear mapping table that served as a definitive foundation for development and data accuracy verification.
3. Development, Testing, and Integration Demo

Based on the approved data map, we developed the integration logic and set up secure communication between Daktela and HubSpot. The solution also included logging and basic error reporting for easier monitoring.

Once a functional version was ready, we created a demo with sample data and presented to the client step-by-step how records are created or updated in HubSpot. The client provided feedback, which we used to fine-tune the details.
4. Solution Handover and IT Team Deployment

After finalizing the integration, we prepared technical documentation, including a description of the process, integration logic, and recommendations for long-term management. We handed the solution over to the client's IT team, who deployed it to the production environment with our support.

After verifying its stability and functionality, we opened a discussion with the client about further collaboration opportunities, which they can now pursue, partly thanks to the new integration.

The Result

We successfully completed and configured the integration between Daktela and HubSpot so that it is stable, reliable, and easily maintainable by the client's internal IT team. The new solution simplified data management, eliminated manual tasks, and created a solid foundation for further process digitalization.

Automatic data transfer

Stable one-way integration

Fewer errors thanks to consistent data

Clear data structure

Time savings for the team

Preparation for further development

Conclusion

Our digitalization specialist, HubSpot consultant, and project manager collaborated on the project. From the beginning, it was a very open and constructive collaboration, which allowed us to deliver a solution exactly tailored to the client's needs—quickly, clearly, and without unnecessary complications.

This was our first joint project, and its success laid the foundation for further collaboration. We are pleased to have helped the client simplify their work with key data, allowing them to focus on what matters most.

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Simpler Data Management Thanks to a Custom Daktela and HubSpot Integration for Info pro lékaře

The Challenge

The Solution

Definition of Integration Scope

Data Unification and Mapping Table Creation

Development, Testing, and Integration Demo

Solution Handover and IT Team Deployment

1. Definition of Integration Scope

2. Data Unification and Mapping Table Creation

3. Development, Testing, and Integration Demo

4. Solution Handover and IT Team Deployment