HubSpot CRM Integration
Convert more prospects faster by integrating HubSpot Customer Relationship Management software with WellSky Personal Care.
Signup is complete. Next, configure your WellSky Personal Care and HubSpot accounts so that your pipeline data can be shared between the two systems. Before you begin please make sure you have administrator access and login credentials to your agency’s HubSpot account.
Sign-up
Set-up
Integrated!
Contents
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
Set Up Your ClearCare HubSpot Integration
REQUIREMENTS BEFORE YOU BEGIN
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Your agency must have an active subscription to HubSpot Sales Enterprise (or HubSpot Sales Pro if purchased before November 2018)
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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 Caer 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
Get the PDF version of the WellSky Personal Care HubSpot Setup Guide for handy reference at your desk.
5.b Agreement
The following changes will be made when you integrate ClearCare and HubSpot.
Agreement
WellSky Personal Care will customize the Contact and Deal properties of your HubSpot instance to manage contacts and prospects between HubSpot and WellSky Personal Care system.
WellSky Personal Care and HubSpot Data Sharing
Contact Properties
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WellSky Personal Care will associate a customized WellSky prospect id property to Contact |
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WellSky Personal Care will associate a customized WellSky location property to Contact |
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WellSky Personal Care will associate a customized WellSky referrer property to contact |
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WellSky Personal Care will associate a customized WellSky sync property to contact |
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WellSky Personal Care will Create, Delete and Update Contacts |
Deal Properties
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WellSky Personal Care will create a customized WellSky_Sales_Pipeline to manage deals |
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WellSky Personal Care will Create, Delete and Update Deals |
Agreement
5.c HubSpot Access & Configuration
To connect ClearCare to HubSpot, you need a code, called an API Key, from HubSpot that will allow ClearCare to communicate with HubSpot and share your data.
HubSpot API Key
Please provide the API key of the HubSpot Account you want to integrate with ClearCare. This API key will enable ClearCare to identify and access your HubSpot Account. Watch the video tutorial for help locating the API Key in your HubSpot Account.
How to find your API Key
5.d HubSpot Webhook Configuration
Webhook in Deal-based workflow is used to pass information from HubSpot to ClearCare.
Deal Workflow "Webhook URL"
Webhook sends data, notifications, alerts, or any other real-time updates from HubSpot to ClearCare after an action is completed in HubSpot. Copy the generated Webhook and associate it with the Deal-based workflow. It will send deal data both ways between HubSpot and ClearCare system to match deal stages to prospect statuses.
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Deal Workflow Webhook |