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.
How the HubSpot Integration Works
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
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
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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)
Check out our Community articles that guide you through the Connector setup for the HubSpot integration.
Take our online course that steps you through the ClearCare HubSpot integration process.
Get the PDF version of the ClearCare HubSpot Setup Guide for handy reference at your desk.