Custom HubSpot CRM card for a Men's Health Client

Case Studies

Custom HubSpot CRM card for a Men's Health Client

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Industry

Health

HubSpot Licensing

Service Hub

About the business

The client for this case study is a men’s health organisation that offers knowledge and treatment solutions surrounding intimate health.

Project Timeline

3 months

This men’s health organisation specialises in personalised treatments supported by qualified doctors and pharmacists. With a growing patient base and highly sensitive data to manage, they needed a secure, efficient way to streamline prescriptions and ensure compliance—all while using HubSpot as their single source of truth.

The problem

The prescription process required multiple handoffs between doctors, payment systems, and pharmacies. On paper, it was messy and prone to errors. Online, it risked exposing sensitive personal and payment data.

Problem 1:

Paper-based and manual data entry processes weren’t secure enough for handling sensitive health and payment details.

Problem 2:

Doctors and pharmacists were slowed down by manual handoffs, duplicate entry, and lack of automation, delaying patient treatments.

The solution

Engaging.io built a custom CRM card inside HubSpot that allowed doctors to generate prescriptions, securely capture payments with Stripe, and automatically update properties for pharmacy workflows. Pharmacists were given a secure, read-only view to review scripts and payments, supported by an A5 print view. Role-based permissions ensured only authorised staff could access sensitive data, while automation alerted pharmacists as soon as a script was ready to be processed.

The Strategic Plan

The Implementation

Reduce Manual Touchpoints

Secure Sensitive Data

Build Around HubSpot

Automate with Confidence

Reduce Manual Touchpoints

Remove paper-based steps and consolidate all actions into HubSpot.
Eliminate the need for multiple tools or systems.

Reduce Manual Touchpoints

Remove paper-based steps and consolidate all actions into HubSpot.
Eliminate the need for multiple tools or systems.

Secure Sensitive Data

Meet privacy and compliance standards by restricting access and storing patient information securely.

Build Around HubSpot

Leverage HubSpot’s CRM as the foundation, integrating custom workflows and Stripe payments directly into the contact record.

Automate with Confidence

Trigger downstream actions automatically to keep processes moving and reduce human oversight.

The Implementation

The project started with mapping the existing prescription journey—identifying where manual processes created risks or delays. We then designed a custom CRM card in HubSpot to serve as the central hub for both doctors and pharmacists.

Doctors gained the ability to create prescriptions directly within the HubSpot sidebar, attach Stripe payment details, and store everything securely on the contact record. Pharmacists received a read-only view of these records, allowing them to approve and process orders quickly without risking accidental edits. For added convenience, we built an A5 print function for physical prescriptions.

To keep sensitive information safe, permissions were restricted to authorised HubSpot teams only. Automation was layered in so that when key milestones were reached—like payment confirmation or script completion—deal properties were updated and pharmacists were automatically notified.

The impact and results

The custom CRM card completely transformed the way this healthcare provider delivers treatments:

Time savings across the board—doctors and pharmacists now manage the full lifecycle of a prescription within HubSpot.
Security and privacy fully compliant with industry standards—no more emails or spreadsheets with sensitive information.
Faster delivery for patients, with a streamlined handoff from doctor to pharmacy.
Automation replaced manual nudging, allowing staff to focus on care, not admin.
User access is role-specific, meaning each team member sees only what they need—nothing more.

What was once a clunky, insecure, and manual process is now a frictionless, secure digital workflow that enhances both the internal team’s productivity and the patient experience.