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Case Study: Medtech Firm Unifies Physician–Patient Data with HubSpot

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Medtech Firm Unifies Physician–Patient Data with HubSpot
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How a medical device company turned a fragmented martech stack into a single source of truth with HubSpot

A US-based medical device innovator in women’s reproductive health needed to unify marketing and sales activity across physician and patient audiences. Multiple tools, siloed data, and limited HubSpot experience made even simple campaigns hard to execute. The team asked media junction® to guide a structured onboarding focused on sustainable internal ownership, not one-off fixes.

The starting point

Before we began, the organization relied on several non-integrated platforms for forms and CRM, which made it difficult to track leads and attribute performance across their physician and patient sites. They also needed multi-domain tracking, email authentication, and help segmenting audiences for targeted content.

What we did together

We ran a guided onboarding over 90 days. During that period, we focused on hands-on enablement so the internal team could run day-to-day operations confidently. Key moves:

  • Migrated external form tools to native HubSpot forms to unlock automation and better segmentation.
  • Implemented HubSpot tracking across the company’s patient and physician sites to consolidate analytics and capture.
  • Built a practical lead scoring model and a contact governance approach to manage the marketing tier efficiently.
  • Stood up email campaigns and automation, including location-based segmentation for nurture flows.
  • Oriented the team to HubSpot’s Marketing Studio for visual campaign planning and prepared for Salesforce and Zoom integrations.

Our approach: holistic onboarding, a strategic integration plan, and training that empowers teams to sustain momentum long after go-live.

Early outcomes the team can build on

  • First email campaigns launched and multiple landing pages created with the drag-and-drop editor.
  • Over 2,000 leads were imported while controlling the marketing contact tier.
  • Social and ad accounts were connected in HubSpot for unified performance tracking.
  • Forms now trigger automated email flows and segment by location to route communications appropriately.
  • Most importantly, the internal team took ownership of the platform with a clear path for building, optimizing, and reporting.

Why this worked

Structured onboarding and expert guidance helped transform a fragmented toolset into a cohesive, data-driven system. Partnering on iterative enablement was more effective than self-service because it removed technical friction and created a reliable single source of truth for decisions.

Quick metrics snapshot

Metric

Value

Onboarding duration

90 days

Leads imported

Over 2,000

 

How we frame projects like this

Clients come to us to unify their tech, clarify data, and enable their teams. Our plan emphasizes discovery, integration, and training so internal stakeholders can operate with confidence.

If your organization wants similar outcomes, let’s align on an onboarding plan that fits your timeline and internal capacity.