5. Setup Complete!
You are now set up to take advantage of all the ClearCare HubSpot integration benefits.
Deal Workflow "Webhook URL"
A webhook in a Deal-based workflow is used to pass information from HubSpot to WellSky Personal Care. A webhook sends data, notifications, alerts, or any other real-time updates from HubSpot to WellSky Personal Care 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 WellSky Personal Care system to match deal stages to prospect statuses.
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Deal Workflow Webhook |
How to configure your webhook & Deal workflow
Advanced HubSpot Configuration
There are two additional, optional HubSpot configurations. WellSky Personal Care is here to help if you have any questions when setting them up.
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Link an existing HubSpot Sales Pipeline to WellSky Personal Care so when you make a change in your HubSpot Sales Pipeline, the change will be associated with and will update the WellSky Personal Care Prospect status.
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Configure HubSpot so creating a contact automatically creates a new contact and deal in your HubSpot Sales Pipeline that is associated with WellSky Personal Care.
Request Help from WellSky Personal Care
A representative will call you within 48 hours.
Resources
Get the PDF version of the WellSky Personal Care HubSpot Setup Guide for handy reference at your desk.