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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

 

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

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>>> 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

  • Your agency must have an active subscription to HubSpot Sales or Marketing Hub (Pro or Enterprise)

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

  • You must be a WellSky Personal Care 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 setup for the HubSpot integration.

Online Learning

Take our online course that steps you through the WellSky Personal Care HubSpot integration process.

Setup Guide

Get the PDF version of the WellSky Personal Care  HubSpot Setup Guide for handy reference at your desk.