Your question sounds interesting.   Could you please elaborate further on what you mean and what you're trying to achieve (for those not familiar with hubspot) and why and where you're uploading to?  Always useful for others to consider how we can be operating differently on reporting matter.

For me, automated reporting is preferential so my staff don't need to run the reports each day, they just download a pre-generated one or have them emailed ready to use and action.  

Dentally used to have Zapier integration but I do not believe this exists any more - can Dentally confirm please if this is available?

Thank you @Harry Leak. We have somewhat got Zapier linked up with our dentally account but it’s not quite where we want it to be for what we want. We want to be able to get our patient segments to feed through. 
 

How do you currently do your automated marketing campaigns ?