>>> This integration requires a subscription to HubSpot Enterprise (or HubSpot Sales Pro if purchased before November 2018. <<<
Track & manage your sales pipeline, eliminate manual data entry, and automate processes
Automate outreach and follow-up
without being impersonal
Prevent your Sales teams from going
back and forth between systems
Get the PDF version of the ClearCare HubSpot Setup Guide for handy reference at your desk.
The following changes will be made when you integrate ClearCare and HubSpot.
ClearCare will customize the Contact and Deal properties of your HubSpot instance to manage contacts and prospects between HubSpot and ClearCare system.
ClearCare will associate a customized ClearCare prospect id property to Contact |
ClearCare will associate a customized ClearCare location property to Contact |
ClearCare will associate a customized ClearCare referrer property to contact |
ClearCare will associate a customized ClearCare sync property to contact |
ClearCare will Create, Delete and Update Contacts |
ClearCare will create a customized ClearCare_Sales_Pipeline to manage deals |
ClearCare will Create, Delete and Update Deals |
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.
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.
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Webhook in Deal-based workflow is used to pass information from HubSpot to ClearCare.
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 |