How to Connect Dentally and GoHighLevel CRM

Question from Reddit user:

Dentally + GHL integration possible?

Answer from Nabil:

The short answer is:

Can Dentally CRM be integrated with GoHighLevel?

Yes, a Dentally and GoHighLevel (GHL) integration is absolutely possible, although there is no official, out-of-the-box native connector built directly into GHL like there is for some other practice management software.

The connection is typically achieved through a third-party integration tool, like Zapier, that acts as a bridge, or by utilizing a dedicated middleware service that has already built a secure connection between the two.

However, for a powerful, two-way, real-time sync that allows for deep automation, the best solution is to use the Dentally API and the HighLevel API to build a custom integration layer, which gives you complete control over data mapping and workflow triggers.

The long answer is:

Since both Dentally and GoHighLevel are modern platforms with robust, publicly accessible Application Programming Interfaces, or APIs, connecting them is a matter of building a secure data pipeline, even if a direct marketplace app doesn’t exist for your specific use case.

The goal is to synchronize patient data and appointment status changes between the two systems to eliminate manual data entry and unlock advanced marketing automation.

Using a combination of the HighLevel API and the Dentally API is an excellent solution for this because it allows for true two-way synchronization and real-time updates without the limitations and costs of middleware tools.

You would use the Dentally API’s webhooks or polling functionality to detect events like patient.created or appointment.updated in the practice management system.

Once a change is detected, your custom integration layer (hosted on a secure server like Google Cloud Platform or a specialized service like Stape for server-side GTM) would process the data and then use the HighLevel API to create or update the contact record and their corresponding opportunity stage or appointment time in GHL.

For data entering GHL first, such as a lead from a website form, GHL’s built-in webhooks could trigger a server-side action to use the Dentally API to create a new patient record directly in the practice management software.

This API-driven approach ensures HIPAA compliance through secure data transmission, provides real-time data flow which is crucial for timely appointment reminders, and gives you the flexibility to precisely map every single patient and treatment detail from Dentally into a custom field in GHL for hyper-personalized marketing and recall campaigns.

You can use a tool like Google Tag Manager on your website to manage the initial lead-capture and ensure data integrity right from the start of the patient journey.

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