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Hubspot Sales Pipeline Set-up

Overview

For ClearCare and Hubspot to work together you need to setup a relationship between the data. The Hubspot Deals needs to be aligned with the ClearCare Prospect Status so the information will go to the right place.

If you already use Hubspot and have created pipelines, you can select them below and link them to the ClearCare Prospect Status. If you don't have a Hubspot sales pipeline or want to create a new one, you can create one named "ClearCare_Sales_Pipeline."

Linked Hubspot Sales Pipelines

You have no linked sales pipelines


Hubspot Sales Pipelines

Select a ClearCare Sales Pipeline or one of your Hubspot Sales Pipelines to link your ClearCare prospect information to ClearCare . You can link multiple pipelines to send information to ClearCare, however ClearCare will only be able to send information to one primary Hubspot Sales Pipeline.

My Hubspot Sales Pipelines