# HubSpot and Salesforce (beta) enrichment for healthcare Two-way sync of verified HCP, executive and account records with your CRM > Two-way sync of verified HCP, executive and account records between Dmand AI and HubSpot or Salesforce (beta), set field by field. 30 days free. Source: https://dmand.ai/platform/crm-integrations · Last updated: 2026-10-21 Find the people who buy at hospitals, medical groups and sites of care in Dmand AI, verify their contacts, then sync them to HubSpot or to Salesforce in beta. Contacts, accounts and sequence activity stay in sync both ways, and you choose the direction for each field. [Start free trial](https://app.dmand.ai/signup?from=platform&src=platform%3A%2Fplatform%2Fcrm-integrations&cta=hero) [Book a demo](https://dmand.ai/book-a-demo) - 30 days free - Self-serve - No credit card Illustration: an invented hospital, its health system and its director of pharmacy, with a verified email, sync from Dmand AI to a CRM as an account, a contact, an email activity, a task and a note, and the sync runs back the other way. - Customers Teams selling into US healthcare use Dmand AI - Innovaccer - Marvix AI - [Circle Health G2 review](https://www.g2.com/products/dmand-ai/reviews) Circle Health · G2 review I like Dmand AI’s extremely curated and comprehensive healthcare database, which you won’t find on any other platform with this level of detail. Anupam D. Founder & CEO, StratAnalyze (for Circle Health) - Castle Connolly Private Health Partners - G5 Medical - Prente Health - Bassett - Mark Enlow Inc. - [NextDimension AI G2 review](https://www.g2.com/products/dmand-ai/reviews) NextDimension AI · G2 review It’s like having a hyper-personalized mail writer that’s unbelievably efficient. Simran K. Co-founder & CEO, NextDimension AI - [Customer stories](https://dmand.ai/customers) Healthcare data for your CRM ## Dmand AI is a healthcare data provider that integrates with HubSpot, and with Salesforce in beta Dmand AI is a healthcare sales intelligence and outbound platform whose HCP, executive and account records sync to the CRM your team already runs. In Dmand AI each person is tied to the site where they work, and each site sits under its parent organization. - [7.4M+](https://dmand.ai/data/physicians-and-hcps) HCPs Each HCP tied to the sites where they work. Browse HCP data - [11M+](https://dmand.ai/data/healthcare-executives) Healthcare executives Each executive tied to the organization they work at. Browse executives - [997K+](https://dmand.ai/data/sites-of-care) Sites of care Each site under its parent organization. Browse sites of care - [124K+](https://dmand.ai/data/hospitals-and-health-systems) Parent organizations Health systems and other parents, with the sites under them. Browse health systems How healthcare data gets into a CRM ## Spreadsheet imports, general enrichment apps and hand entry each leave gaps in a healthcare CRM Most teams fill HubSpot or Salesforce in one of three ways. Each gets names in, and each leaves out where the person works or what happened after the first email. _Illustration: for each common way of filling a CRM, what that approach gives a team next to what Dmand AI gives it, with an invented hospital and health system._ - ### Spreadsheet imports go stale after upload A purchased or exported list lands once, so job changes and new sites never reach the record, and every new file adds duplicates. - ### General enrichment apps match on email domain An app built for every industry fills company fields from the email domain, so a hospital inside a health system reads as the system itself and the clinic where a physician practices never appears. - ### Hand entry from separate tools skips the activity When reps find contacts in one tool and email from another, the CRM sees only what someone remembers to log. Spreadsheet imports go stale after upload Between Dmand AI and your CRM ## Two-way CRM sync keeps contacts and accounts current in Dmand AI and in HubSpot or Salesforce (beta) Follow one RevOps manager at a health IT vendor through four steps, from mapping fields to seeing an edit made in HubSpot come back. The people and organizations in the scenes are invented. Illustration: the Integrations page shows HubSpot active, Slack active and Salesforce in beta, beside the HubSpot field mapping, where email, first name, job title and company name each sync both ways and one direction menu is open. 01 ### Connect HubSpot, or Salesforce in beta, and set the sync direction for each field Dana connects HubSpot from Settings, then Integrations, keeps the field matches Dmand AI proposes and leaves each mapped field syncing both ways unless she picks one direction. 02 ### Find decision makers at each account and verify their contacts A rep finds the pharmacy leaders at Granite Health’s hospitals and infusion center, and waterfall enrichment verifies their emails before anything syncs. 03 ### Push contacts and accounts to HubSpot From each contact’s side panel the rep clicks Push to HubSpot, and the contact and its account sync to HubSpot before the sequence starts. 04 ### Run the sequence and keep both systems current The sequence’s email activities, tasks and notes sync to HubSpot, and when an account executive updates the contact’s title there, Dmand AI shows the new title after the next sync. Healthcare fields in your CRM ## Custom fields map NPI, specialty and parent organization to HubSpot or Salesforce (beta) Create the field in Dmand AI or in your CRM, map the pair on the Custom Fields tab, and it syncs like any other mapped field. - Illustration: NPI and specialty, two Dmand AI contact fields, each mapped to a HubSpot custom field. ### NPI and specialty map to custom contact fields Each HCP your team syncs carries the NPI and specialty Dmand AI holds, so reps can filter and report on both in the CRM. - Illustration: parent organization, a Dmand AI account field, mapped to a HubSpot custom field and to Parent Account in Salesforce (beta), with an invented hospital and its health system. ### Parent organization maps to the account, so each hospital shows its health system A custom field carries the parent organization in HubSpot, and in Salesforce (beta) the account mapping also includes Parent Account. Works with ## Dmand AI connects to HubSpot, Salesforce (beta), Google Workspace, Microsoft Outlook, Slack and Claude Every connection starts in Dmand AI, under one login. The CRM connections sit in Settings beside Custom Fields, Stages and Prospect Outcomes. CRM HubSpot ### HubSpot syncs contacts, accounts, email activities, tasks and notes Connect it from Settings, then Integrations, push any contact from its side panel, and set each mapped field to sync both ways or in one direction. - Contacts - Accounts - Email activities - Tasks - Notes How the HubSpot sync works Salesforce Beta ### Salesforce syncs the same records plus leads, in beta Accounts, contacts and leads sync with the same field-by-field directions, the account mapping includes Parent Account, and each contact’s side panel links to its Salesforce record. - Contacts - Accounts - Email activities - Tasks - Notes - Leads How the Salesforce sync works Mailboxes Google Workspace Microsoft Outlook ### Google Workspace and Microsoft Outlook connect as sender mailboxes Sequences send from your team’s own Google Workspace or Outlook addresses. [How sequences send](https://dmand.ai/platform/sales-engagement) Messaging Slack ### Slack posts a nudge when a prospect replies Connect it from Settings, then Integrations; the Slack card shows Active once it is on. [How replies are handled](https://dmand.ai/platform/sales-engagement#unified-inbox) AI assistants Claude Live ### Claude is live, and more AI assistants are in early access Research accounts and build lists in Claude through the MCP connector, while ChatGPT, Gemini, Claude Code, Cursor, Codex and your own agents are in early access. [Connect Dmand AI to Claude](https://dmand.ai/platform/claude-mcp-connector) API NPI API ### The NPI Contact Enrichment API returns verified emails and mobile numbers for Type 1 NPIs Send one NPI or up to 45 per request and get professional or personal emails and mobile numbers back by webhook or polling. [Read the API docs](https://docs.dmand.ai) CRM sync by team ## Health IT, digital health, staffing, consulting, MedTech and pharma teams each sync different healthcare buyers to their CRM Each tab shows who one team pushes to HubSpot or Salesforce. The accounts are invented. ### Health IT and services Push the pharmacy, IT and revenue cycle leaders at each target hospital, so account executives see the buying committee in the CRM they forecast from. [Dmand AI for health IT teams](https://dmand.ai/solutions/health-it) Test it on your accounts ## Test the HubSpot or Salesforce (beta) sync on accounts your team already has in the CRM Use accounts you know, so you can judge each record before it reaches your CRM. 1. ### Start the trial, connect HubSpot or Salesforce (beta) in Settings and review the proposed field mapping. 2. ### Find the people at one hospital your CRM already lists. 3. ### Compare their titles, sites and contacts with your CRM records. 4. ### Push one contact and check how it lands beside the existing account. [Start free trial](https://app.dmand.ai/signup?from=platform&src=platform%3A%2Fplatform%2Fcrm-integrations&cta=try_it) 30 days free · Self-serve · No credit card Illustration: a checklist for one contact pushed to a CRM, with its name and title, its account and a verified email checked, and the first email activity after a send still to check. Related capabilities ## Find, verify and work the healthcare contacts you sync to your CRM - [Waterfall Contact Enrichment](https://dmand.ai/platform/waterfall-enrichment) Verify emails and direct dials across 20+ healthcare-specific sources before they sync. - [Sales Engagement Suite](https://dmand.ai/platform/sales-engagement) Run the email and call sequences that work these contacts, with email activities, tasks and notes synced to your CRM. - [Healthcare Universe](https://dmand.ai/platform/healthcare-universe) Find the HCPs, executives and accounts to sync, in plain English or with 100+ filters. - [NPI Contact Enrichment](https://dmand.ai/platform/npi-contact-enrichment) Turn the NPIs in your CRM into verified emails and mobile numbers by API. FAQ ## Questions about Dmand AI’s HubSpot and Salesforce integrations Can’t find your answer? Email [hello@dmand.ai](mailto:hello@dmand.ai) or book a demo with our team. **Which healthcare data providers integrate with HubSpot?** Dmand AI does. It syncs contacts, accounts, email activities, tasks and notes with HubSpot CRM, and its records cover 7.4M+ HCPs, 11M+ healthcare executives and 997K+ sites of care across the US. You find and verify the people in Dmand AI, then push them to HubSpot from each contact’s panel. **Does Dmand AI integrate with Salesforce?** Yes, in beta. Salesforce syncs the same records as HubSpot (contacts, accounts, email activities, tasks and notes) plus leads, two-way by default with the direction set for each field. Connect it in Dmand AI from Settings, then Integrations. **How do I add healthcare contact data to HubSpot?** Search Dmand AI for the HCPs, executives or accounts you sell to, let waterfall enrichment verify their emails and phone numbers, and push each contact to HubSpot from its side panel. Contacts and accounts sync to HubSpot, and the email activities, tasks and notes from your Dmand AI sequences go with them. Contacts that already live in HubSpot can come the other way: they sync into Dmand AI, you enrich them there, and the fields you mapped flow back on the next sync. **Is the Dmand AI CRM sync one-way or two-way?** Two-way by default. Every field you map syncs in both directions between Dmand AI and HubSpot or Salesforce (beta), and you can set any single field to sync only from your CRM or only to it. **How often does Dmand AI sync with HubSpot and Salesforce?** On a schedule, about every 15 minutes for each object, such as contacts or accounts. The sync is not real time, so a change made in one system appears in the other after the next sync cycle. **Can I choose which fields sync between Dmand AI and my CRM?** Yes. When you connect HubSpot or Salesforce (beta), Dmand AI proposes a match for each field it can pair, and you keep, change or clear each one on the Field Mapping screens, which have Stages, Default Fields, Custom Fields and Sync Settings tabs. Fields you leave unmapped never sync, and a field with no match can be created as a custom field in Dmand AI or in your CRM, then mapped. **Will Dmand AI overwrite or delete data in my CRM?** Dmand AI never deletes records in HubSpot or Salesforce (beta), and a blank value never clears a field that already has data. It does overwrite mapped fields: each sync cycle replaces the receiving system’s value with the sending system’s value, with no merge. For a field where one system must stay the record of truth, set it to sync one way from that system. **Can I add NPI, specialty and parent organization to HubSpot or Salesforce?** Yes. Map each one to a custom field, created in Dmand AI or in your CRM, and each sync cycle fills it from Dmand AI’s record of the HCP or account. In Salesforce (beta) the account mapping also includes Parent Account, and in HubSpot a custom field carries the parent organization. **Does Dmand AI work with Gmail and Outlook?** Yes. Dmand AI connects Google Workspace and Microsoft Outlook mailboxes as sender accounts, so sequences send from your team’s own addresses. Replies come back to the unified inbox, called Smart Inbox in the app. **Does Dmand AI have an API or webhooks?** Yes, for NPI contact enrichment: send Type 1 NPIs, one at a time or 45 per request, and receive verified professional or personal emails and mobile numbers through a webhook or by polling. The reference is at docs.dmand.ai, and executive or non-NPI lookups are not supported yet. **Where does Dmand AI’s healthcare data come from?** Dmand AI builds its records from the CMS provider registry, PECOS enrollment, CMS Open Payments, Medicare claims, ClinicalTrials.gov, PubMed and its own executive data, and maps each HCP and executive to the sites where they work. Contacts are found through waterfall enrichment across 20+ healthcare-specific sources and verified before they reach a list or your CRM. **Is Dmand AI an alternative to Definitive Healthcare for teams on HubSpot or Salesforce?** For teams that need to reach buyers, yes. Definitive Healthcare’s own site lists a HubSpot integration and DefinitiveConnect for Salesforce. Dmand AI also syncs with HubSpot, and with Salesforce in beta, and keeps verified site-level contacts, email and call sequences and one reply inbox under a single login; our Definitive Healthcare review compares the two. Healthcare data in your CRM Stop typing hospital buyers into HubSpot by hand. Sync verified HCP and executive contacts from Dmand AI instead. Connect your CRM, find decision makers at one account you sell to and push the first contact. [Start free trial](https://app.dmand.ai/signup?from=platform&src=platform%3A%2Fplatform%2Fcrm-integrations&cta=cta) [Book a demo](https://dmand.ai/book-a-demo) - 30 days free - Self-serve - No credit card