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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

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 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

graphic_connector_pipeline

>>> 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

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.

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

  WellSky Personal Care  will associate a customized WellSky prospect id property to Contact

 WellSky Personal Care will associate a customized WellSky location property to Contact

  WellSky Personal Care will associate a customized WellSky referrer property to contact

  WellSky Personal Care will associate a customized WellSky sync property to contact

  WellSky Personal Care will Create, Delete and Update Contacts

Deal Properties

  WellSky Personal Care will create a customized  WellSky_Sales_Pipeline to manage deals

  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.

You have successfully connected your HubSpot account with ClearCare.
You must first enter your HubSpot API Key and connect your ClearCare and HubSpot accounts before continuing.
We are having trouble connecting your ClearCare account to HubSpot. The problem could be a result of various issues. Try these troubleshooting tips:
  1. Check your API Key and try again.
  2. Try again later in a few hours or the next day.
  3. Contact your administrator
  4. Contact ClearCare

How to find your API Key

 
You must first enter your HubSpot API Key and connect your ClearCare and HubSpot accounts before continuing.

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.

Deal Workflow Webhook

You have successfully connected your ClearCare account to your Hubspot account.
We are having trouble connecting your ClearCare account to Hubspot. The problem could be a result of various issues. Try these troubleshooting tips:
  1. Check your API Key and try again.
  2. Try again later in a few hours or the next day.
  3. Contact your administrator
  4. Contact ClearCare

How to configure your webhook & Deal workflow