HubSpot CRM Integration
Convert more prospects faster by integrating HubSpot Customer Relationship Management software with WellSky Personal Care.
Contents
What is the HubSpot Integration?
How It Works
What's in it for Me?
The WellSky Personal Care HubSpot integration is a two-step process. First, signup your agency and sign the contract addendum. Once you have successfully signed up, you will be prompted to follow the steps to configure your HubSpot and WellSky Personal Care accounts in order to share pipeline data between the two systems.
Sign-up
Set-up
Integrated!
Everything you need to organize, track, and nurture your relationships with your prospects - and convert them to clients faster
The integration between HubSpot and WellSky Personal Care is a bridge between your Sales and Marketing automation system and WellSky Personal Care, allowing activity and information to move seamlessly between the two. With the WellSky Personal Care 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 WellSky Personal Care Home Connect API, WellSky Personal Care’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 WellSky Personal Care. Updates made in WellSky Personal Care are also sent to HubSpot, ensuring current status is reflected in both systems throughout the process.
WELLSKY PERSONAL CARE HUBSPOT INTEGRATION
>>> This integration requires a subscription to HubSpot Enterprise (or HubSpot Sales Pro if purchased before November 2018. <<<
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
WellSky Personal Care HubSpot Integration Requirements
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Your agency must have an active subscription to HubSpot Sales or Marketing Hub (Pro or Enterprise)
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You must be a HubSpot Super Admin (this level of access is required to perform some of the setup steps)
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You must be a WellSky Personal Care Super Admin
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You must be an authorized signatory for your agency (a contract addendum is required to complete the integration)
Resources
Setup Guide
Get the PDF version of the WellSky Personal Care HubSpot Setup Guide for handy reference at your desk.