Native two-way sync with HubSpot and Salesforce, plus CSV import/export for every other system. Included in the CRM Sync plan — no separate integration fees, no middleware, no Zapier bill.
All integrations included in the CRM Sync plan ($99.99/month)
Three paths to get your account data in — and your visit activity out.
Import your HubSpot companies and contacts into MedRoute, match them to facilities, and push every visit note back to the HubSpot timeline automatically.
Learn moreConnect any Salesforce edition, import a rep-scoped view of accounts and contacts, link them to MedRoute facilities, and sync visit notes back into the activity timeline.
Learn moreFor lab-specific CRMs, legacy systems, or one-time migrations. Upload a CSV to create accounts in MedRoute and export visit activity back out whenever you need it.
Learn moreFor reps and teams that run their pipeline in HubSpot. Import your companies and contacts into MedRoute, build routes, and push every visit note back to the HubSpot record automatically.
Works with
Log into HubSpot from MedRoute, approve the scopes, and the connection is live. Reconnect if access ever expires or disconnect any time.
Build a filtered, rep-scoped view — your owner, your territory, your segment — preview it before importing, and save it. No dumping the whole team's HubSpot database into your planner.
MedRoute auto-matches imported companies to existing facilities. Fix any rows still needing mapping, then add linked records straight to your current route.
Every visit note you write in MedRoute lands on the matched HubSpot company with a live per-note status: local, pushing, pushed, or failed.
For lab and healthcare sales teams running on Salesforce. Import your accounts and contacts, link them to MedRoute facilities, and flow every visit back into the activity timeline your manager already watches.
Works with
Authorize MedRoute inside Salesforce with OAuth. Reconnect any time, disconnect from settings, and revoke at the Salesforce org level if you need to.
Save a filtered view — by owner, territory, record type, or segment — preview it, then refresh on demand. Only the records you own come in.
Auto-match imported accounts to MedRoute facilities. Fix unmatched rows, then add linked Salesforce accounts to today's route without bouncing between tools.
Notes written in MedRoute are pushed to the matched account activity timeline with a live status per note — so your manager sees every visit, automatically.
For lab-specific CRMs, LIS-adjacent systems, or teams that just want a clean on-ramp. If your tool can export a CSV, MedRoute can take it — and export visit activity back out whenever you need it.
Common use cases
Export a CSV from your current system, map columns to MedRoute fields, and create facilities in bulk. Works for account name, address, contacts, notes, and custom fields.
See exactly which rows will create new facilities and which will update existing ones. Fix mapping issues before anything hits your MedRoute account.
Pull a CSV of visits, notes, routes, and outcomes on demand — so a manager running a lab-specific CRM still gets the reporting they need.
CRM Sync customers get direct help from Brandon and the team to map columns, clean data, and stand up a repeatable import/export rhythm.
HubSpot and Salesforce connections use OAuth — we never see or store your password. Data is encrypted in transit and at rest, and you can revoke access any time from MedRoute or directly from your CRM admin.
We're building integrations based on what lab and healthcare sales teams actually ask for. If your CRM, LIS, or reporting system isn't listed, tell us — CSV covers most cases today, and your request shapes what we build next.
Request an integrationAnswers to what teams ask before they connect MedRoute to their stack.
All integrations — HubSpot, Salesforce, and CSV import/export — are included in the CRM Sync plan ($99.99/month). The Sales Professional plan ($49.99/month) covers core route planning, facility account management, and AI call summaries, but does not include two-way CRM sync.
One click. You log in to your CRM from inside MedRoute, approve the scopes, and the connection is live. If access ever expires you can reconnect in seconds, and you can disconnect any time from settings.
No. MedRoute lets each rep build a filtered, rep-scoped view — your territory, your owner, your segment — preview it before importing, and save it. You refresh that saved view when you need new records without rebuilding the filter or dumping the whole database.
Visit notes are pushed against the matched record. Each note shows a live status — local only (draft), pushing, pushed (successful), or failed — so you always know what is in CRM and what is still on your device.
Use the CSV workflow on the CRM Sync plan. Export your accounts from any CRM, import them into MedRoute, and export visit activity back out on demand. Works with any system that supports CSV.
Yes. MedRoute uses OAuth for HubSpot and Salesforce — we never see or store your password. Data is encrypted in transit and at rest, and you can revoke access at any time from inside MedRoute or directly from your CRM admin.
HubSpot, Salesforce, and CSV — all included in the CRM Sync plan. Start your free trial and be syncing in under 15 minutes.
2-week money-back promise: make your subscription back in more stops per day or hours saved within 2 weeks, or we refund your first month. No questions asked.