You are now set up to take advantage of all the ClearCare HubSpot integration benefits.
A webhook in a Deal-based workflow is used to pass information from HubSpot to ClearCare. A 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. This will send deal data both ways between HubSpot and ClearCare system to match deal stages to prospect statuses.
Deal Workflow Webhook |
Link an existing HubSpot Sales Pipeline to ClearCare so when you make a change in your HubSpot Sales Pipeline, the change will be associated with and will update the ClearCare Prospect status.
Configure HubSpot so creating a contact automatically creates a new contact and deal in your HubSpot Sales Pipeline that is associated with ClearCare.
A representative will call you within 48 hours.
Get the PDF version of the ClearCare HubSpot Setup Guide for handy reference at your desk.