Case Study: JumpStartMD achieves personalized patient communications with Campaign Creators

JumpStartMD scopes 16 Salesforce objects to 10 with Campaign Creators

JumpStartMD, a health and wellness company, needed to use its Salesforce patient and appointment data to power personalized communications in HubSpot. Their challenge was that Salesforce's data model exceeded HubSpot's sync limits, critical data was on the wrong object, and a combined date-time field was unusable for messaging. This prevented them from sending automated, personalized appointment reminders. They engaged Campaign Creators for help with Salesforce data architecture and CRM integration.

Campaign Creators audited and scoped the Salesforce model to fit HubSpot's sync limit, split the date-time field into usable properties, and moved appointment data to the Contact object. They then rebuilt the workflows to leverage the new data structure. As a result, JumpStartMD can now send fully automated SMS and email reminders personalized with each patient's specific appointment date, time, and location. Campaign Creators delivered a scalable data model that allows for future use cases without hitting sync limits again.

JumpStartMD