Hubspot Sales Pipeline Set-up

2. Link Sales Pipeline Deal Stages to Prospect Statuses

HubSpot Sales Pipeline:

The ClearCare prospect status need to be linked to a HubSpot Deal stage so that when you make a change in HubSpot, the change will be made in ClearCare. You do not have to link every Deal stage nor every prospect status. You can select only the fields that you want HubSpot to copy directly into ClearCare.

Check the NEW LEAD status as complete when

You move a contact from Deal Stage(s):

Do not link Hubspot Deal Stages to New Lead.

Check the Initial Phone Call status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not link Hubspot Deal Stages to Initial Phone Call

Check the Assessment Scheduled status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Assessment Scheduled when I make changes in Hubspot

Check the Assessment Performed status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Assessment Performed when I make changes in Hubspot

Check the Wants to meet Candidates status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Wants to meet Candidates when I make changes in Hubspot

Check the Needs Contact status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Needs Contact when I make changes in Hubspot

Check the Expecting Client Signature status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Expecting Client Signature when I make changes in Hubspot

Check the Collect Payment Information status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Collect Payment Information when I make changes in Hubspot

Check the Ready to Schedule Care status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Ready to Schedule Care when I make changes in Hubspot

Check the Care Started status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Care Started when I make changes in Hubspot

Check the Closed Lost status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Closed Lost when I make changes in Hubspot

Check the Closed Won status as complete when

You move a contact from Deal Stage(s):

to this Deal Stage(s):

Do not make changes to Closed Won when I make changes in Hubspot

Prospect creation in ClearCare will create a Contact and Deal in HubSpot Sales Pipleline :

You have to finish "Hubspot Integration" part first.