Automatically Link You Dental PMS With CRM and Marketing Services
SmartSync connects the top dental practice management systems to the latest CRM solutions, providing a real-time synchronization of patients, appointments, treatments and payments
Stop manual reporting and ensure your operational and marketing data are in lock step across your systems.
Supported With Two-Way Synchronization
Dental Growth Requires Connected Systems
Dental clinics manage operational data inside PMS platforms while marketing and communication workflows run inside CRM systems.
Without proper integration:
Patient data becomes outdated
Reporting requires manual exports
Marketing automation lacks accuracy
Agencies cannot track real revenue impact
SmartSync bridges this gap using automated synchronization.
Ensure PMS and CRM Data is Always Current
SmartSync enables real-time bi-directional sync for a select list of PMS systems with CRM solutions.
Updates typically appear within minutes.
Automatically synchronize:
Both systems remain aligned without manual intervention.
Dentrix CRM Integration for Agencies and Practices
Dentrix is one of the most widely used dental practice management systems.
SmartSync connects Dentrix directly with CRM platforms such as GoHighLevel, HubSpot, and Salesforce.
Marketing teams gain real operational visibility without accessing the PMS directly.
Perfect for agencies managing multiple Dentrix clinics.
Automatically synchronize:
New Patients
Appointment Updates
Treatment Plans
Completed Procedures
Payments Received
Use synchronized data to power:
Patient communication automation
Reporting dashboards
Revenue attribution tracking
Dentrix Ascend Integration With Marketing and CRM Platforms
Cloud-based practices using Dentrix Ascend can synchronize operational activity directly into CRM workflows.
SmartSync ensures patient and appointment data flows automatically between systems.
Open Dental CRM Integration With Real-Time Analytics
SmartSync enables powerful Open Dental integrations for agencies and growing practices.
CRM automation workflows can trigger based on real clinic activity.
Agencies gain accurate reporting without manual exports.
Automatically sync:
Patient creation
Appointment scheduling
Treatment proposed
Treatment completed
Payment activity
Track:
Patient acquisition
Treatment pipeline
Revenue performance.
Eaglesoft PMS Integration for Marketing Intelligence
SmartSync connects Eaglesoft data directly with CRM opportunities and analytics dashboards.
This allows agencies and consultants to monitor clinic growth using real operational data.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Integration Across Contemporary Dental Software Systems
SmartSync also integrates with:
Two-way synchronization guarantees the updates are continuously propagated between systems.
Compatible with major CRM platforms loved by agencies
SmartSync integrates seamlessly with:
GoHighLevel
Auto-update deals and run workflows using activity from your PMS.
HubSpot
Push dental business operation data from pipelines straight into sales or marketing.
Salesforce
Enterprise practices and agencies gain advanced reporting capabilities using synchronized patient data.
Complete Operational Visibility Inside Your CRM
SmartSync synchronizes important clinic activity including:
Patient Intelligence
- New Patient Creation
- First Visit Date
- Last Visit Date
Appointment Activity
- Appointment Booked
- Appointment Modified
- Missed Appointment
- Patient Showed
Treatment Intelligence
- Treatment Proposed
- Pending Procedures
- Treatment Completed
Financial Data
- Payments Received
- Payment Due
- Lifetime Patient Value
- Expected Future Payments
Centralize Data Across Locations
Dental marketing agencies and DSOs often manage clinics using different PMS platforms.
SmartSync standardizes data across systems and sends it into one CRM environment.
Agencies gain consistent reporting regardless of PMS differences.
Expert Onboarding Included
SmartSync onboarding specialists assist with:
PMS connection
CRM configuration
Custom field setup
Opportunity synchronization
Most integrations become operational quickly after setup
More Than a Basic Integration
SmartSync does more than transfer data.
It enables:
Marketing attribution
Revenue analytics
Treatment pipeline tracking
CRM automation triggers
Operational data becomes growth intelligence.
Frequently Asked Questions
Connect Your Dental PMS and CRM Today
Eliminate manual reporting and unlock real-time patient, treatment, and revenue insights.
Join agencies already using SmartSync across 80+ dental clinics.