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HubSpot CRM Integration

Convert more prospects faster by integrating HubSpot Customer Relationship Management software with ClearCare.

Contents

What is the HubSpot Integration?

How It Works

What's in it for Me?

Everything you need to organize, track, and nurture your relationships with your prospects - and convert them to clients faster


The integration between HubSpot and ClearCare is a bridge between your Sales and Marketing automation system and ClearCare, allowing activity and information to move seamlessly between the two. With the ClearCare HubSpot integration, your sales team will consistently have the most up-to-date lead information on opportunities, the ability to automate follow-up communication, and move prospects through your sales pipeline faster. 

 

Powered by the ClearCare Home Connect API, ClearCare’s integration with HubSpot helps you optimize and automate every single stage of your client pipeline. Every interaction can trigger the perfect follow-up or the next step automatically. And, as a lead advances in your pipeline, HubSpot sends status changes to ClearCare. Updates made in ClearCare are also sent to HubSpot, ensuring current status is reflected in both systems throughout the process.

CLEARCARE HUBSPOT INTEGRATION

graphic_connector_pipeline

This integration requires an active subscription to HubSpot Sales Enterprise or HubSpot Sales Hub Professional (purchased before 11/1/18).

What's in it for Me?

Save time at every stage of the funnel

Track & manage your sales pipeline, eliminate manual data entry, and automate processes

Increase sales productivity

Automate outreach and follow-up
without being impersonal

Centralize pipeline management

Prevent your Sales teams from going
back and forth between systems

Questions?

Call or chat with us

Set Up Your ClearCare HubSpot Integration

REQUIREMENTS BEFORE YOU BEGIN

  • Your agency must have an active subscription to HubSpot Sales Enterprise or HubSpot Sales Hub Professional (purchased before 11/1/18)

  • You must have a domain name (e.g. youragencywebsite.com) unique to your agency (agencies with more than one location must each have a separate domain)

  • You must be a HubSpot Super Admin (this level of access is required to perform some of the setup steps)

  • You must be a ClearCare Super Admin

  • You must be an authorized signatory for your agency (a contract addendum is required to complete the integration)

Resources

Product Documentation

Check out our Community articles that guide you through the Connector setup for the HubSpot integration.

Online Learning

Take our online course that steps you through the ClearCare HubSpot integration process.

Setup Guide

Get the PDF version of the ClearCare HubSpot Setup Guide for handy reference at your desk.