Dentrix CRM Integration Designed For Dental Marketing Agencies And Growing Practices
Integrate Dentrix directly with your CRM and marketing solutions through SmartSync’s real-time, two-way synchronization platform.
Sync patient activity, appointments, treatments, and payments automatically to stop manually reporting and gain real revenue visibility.
What SmartSync Syncs From Dentrix
You receive the updates in your CRM automatically in a matter of minutes.
Dentrix Data Stays Locked Inside the Practice
Dentrix handles vital business data for dental offices, but marketing teams and agencies are typically located within CRM platforms.
Without integration:
- Agencies rely on manual exports
- Reporting becomes inaccurate
- Automation workflows lack real clinic data
- Discussions about ROI are becoming more difficult
With SmartSync you can access Dentrix information directly from your CRM environment.
Real-Time Two-Way Dentrix Synchronization
SmartSync continuously synchronizes operational updates between Dentrix and supported CRM systems.
When activity happens inside Dentrix, the CRM updates automatically.
Typical synchronization occurs within minutes.
Automatically Synced Dentrix Data
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 Performance
- Payments Received
- Payment Due
- Lifetime Patient Value
- Expected Future Payments
CRM records always reflect real clinic activity.
Finally Prove Marketing ROI for Dentrix Clinics
Dental marketing agencies managing Dentrix practices often struggle to demonstrate measurable results.
SmartSync automatically tracks payments received after agency onboarding.
Inside CRM opportunities agencies can view:
First payment from patients
Lifetime patient revenue
Revenue generated during agency engagement
Client reporting becomes clear and data-driven.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Dentrix GoHighLevel Integration for Automation and Reporting
SmartSync allows agencies using GoHighLevel to bring real Dentrix activity into CRM workflows.
Trigger automation when:
- New patients are created
- Appointments are missed
- Treatments are proposed
- payments are recorded
Automation becomes aligned with real clinic behavior.
Examples include:
Missed appointment recovery
Treatment follow-up campaigns
Patient reactivation workflows
Bring Dentrix Operational Data Into HubSpot Pipelines
SmartSync synchronizes Dentrix activity directly into HubSpot contacts and deal pipelines.
Marketing and sales teams gain visibility into:
Patient acquisition performance
Treatment progress
Revenue contribution
HubSpot reporting becomes significantly more accurate.
Enterprise Dentrix Integration With Salesforce
Large dental organizations and consultants using Salesforce can centralize clinic intelligence using SmartSync.
Track production performance and patient revenue directly inside Salesforce dashboards.
Ideal for multi-location practices and DSOs
Expert Dentrix Integration Setup Included
SmartSync onboarding specialists assist during implementation.
Setup includes:
Dentrix connection
CRM integration
Custom field configuration
Opportunity module setup
Data validation
Most customers begin seeing synchronized updates shortly after onboarding.
Create Dentrix activity as CRM automation triggers:
SmartSync turns clinic procedures into marketing automation signals.
The available triggers are:
Workflows in your CRM run on their own
Dentrix Analytics Without Manual Reporting
With SmartSync Dentrix business information can be transformed into analytical dashboards.
Keep an eye on:
Found within SmartSync dashboards and CRM leads.
More Than a Basic Dentrix Integration
SmartSync enables agencies and practices to transform Dentrix data into growth intelligence.
Customers use SmartSync to:
Automate reporting
Prove marketing ROI
Recover treatment revenue
Power CRM automation
Dentrix operational data becomes actionable business insight.
Supporting Agencies Managing 80+ Dental Clinics
SmartSync helps agencies and practices eliminate manual reporting while improving operational visibility across multiple locations.
Reliable synchronization ensures CRM systems reflect real clinic performance.
Frequently Asked Questions
Connect Dentrix With Your CRM Today
Unlock real-time patient, treatment, and payment visibility using SmartSync.
Start transforming Dentrix data into measurable growth.