Open Dental CRM Integration Built for Automation Centric Dental Agencies
Integrate Open Dental with your CRM and marketing platforms through SmartSync’s real-time two-way synchronization software
Keep track appointments, treatments and payments of your patients for accurate reporting and higher level automation workflow by auto syncing of patient activities, appointments, treatment, and payments.
Automatically Sync From Open Dental
Updates appear inside your CRM within minutes
Robust PMS data is often underexploited
This is why protocols, like Open Dental, offer extensive latitude to the practice
The problem is that agencies and marketing teams rarely have access to that data in their reporting or automation.
Without integration:
Teams are manually exporting reports
CRM pipelines are blind to treatments
Automation workflows are based on assumptions
Revenue attribution becomes difficult
SmartSync connects Open Dental directly to CRM platforms for growth and communication.
Real-Time Two-Way Open Dental Sync
SmartSync synchronizes ongoing business updates in real-time between Open Dental and compatible CRM solutions.
Changes made within Open Dental means CRM records are updated automatically.
Sync takes place typically within minutes.
Patient Data Synchronization
Automatically sync:
- New Patient Creation
- First Visit Date
- Last Visit Date
- Next Appointment Date
CRM contacts remain aligned with clinic activity.
Appointment Updates
Track scheduling activity automatically:
- Appointment Booked
- Appointment Modified
- Missed Appointment
- Patient Showed
Agencies can instantly respond using CRM automation
Treatment Pipeline Intelligence
Open Dental users benefit from deep treatment visibility through SmartSync.
Automatically synchronize:
- Treatment Proposed
- Pending Procedures
- Treatment Completed
Identify unscheduled treatment opportunities directly inside CRM dashboards.
Financial Data Synchronization
Monitor real financial performance including:
- Payments Received
- Payment Due
- Lifetime Patient Value
- Expected Future Payments
Revenue reporting becomes accurate and automated.
From Open Dental Activity to Power GoHighLevel Automation:
Communication between organisations and funnel automation are managed in many dental agencies by GoHighLevel.
SmartSync seamlessly integrates Open Dental clinic activity directly into GoHighLevel workflows.
Trigger automation when:
- Add a new patient
- Appointments are missed
- Treatment plans have been created
- Payments are recorded
Automation becomes driven by real patient behavior.
Examples include:
Treatment follow-up automation
Appointment recovery campaigns
Patient recall workflows
Revenue recovery sequences
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Bring Clinical Intelligence Into HubSpot Pipelines
SmartSync synchronizes Open Dental activity directly into HubSpot contacts and deal pipelines.
Marketing teams gain visibility into:
Patient acquisition
Treatment progression
Revenue generation
HubSpot reporting becomes connected to real clinic outcomes.
Enterprise Reporting Using Open Dental and Salesforce
Large dental organizations and consultants using Salesforce can centralize clinic performance data using SmartSync.
Monitor:
Production growth
Treatment performance
Payment trends across locations
Ideal for DSOs and multi-practice groups.
Help Open Dental Clinics Grow Beyond Lead Generation
SmartSync helps agencies move beyond appointment reporting
Agencies can help clinics:
Recover pending treatments
Improve patient retention
Track production growth
Demonstrate marketing ROI
SmartSync automatically tracks payments generated after agency onboarding.
Client reporting becomes significantly stronger.
Real-Time Dental Analytics Without Manual Reports
SmartSync converts Open Dental activity into analytics dashboards.
Track:
Automate reporting
New Patient Growth
Appointment Trends
Treatment Pipeline Value
Revenue Performance
Future Production Forecast
Available inside SmartSync dashboards and CRM opportunities.
Guided Open Dental Integration Setup
SmartSync onboarding specialists assist throughout implementation.
Setup includes:
Most agencies begin seeing synchronized data quickly after onboarding
Transform Open Dental Data Into Growth Intelligence
SmartSync goes beyond basic integration.
Customers use SmartSync to:
Operational clinic data becomes actionable intelligence.
Supporting Agencies and Clinics Across 80+ Dental Locations
SmartSync helps agencies standardize reporting and automation across practices using different PMS systems including Open Dental.
Reliable synchronization ensures accurate decision-making.
Frequently Asked Questions
Connect Open Dental With Your CRM Today
Unlock patient, treatment, and revenue insights automatically using SmartSync.
Start building smarter automation and reporting workflows.