You are now ready 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.
If you make updates to any properties that are part of the HubSpot integration -- such as adding/removing location or referral source information -- in ClearCare, you must apply those changes to your HubSpot configuration as well. Simply click the appropriate button below to update HubSpot with changes to your setup configuration, location or referral sources.