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4. 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 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

How to configure your webhook & Deal workflow

 

Linked Hubspot Sales Pipelines

Hubspot sales pipeline prospect information will be sent to ClearCare based on the way you set-up the sales pipeline links. When you create a new prospect in ClearCare, a new deal and contact will be created in Hubspot, however no other changes to the prospect status will be updated in the Hubspot sales pipeline.

Home Care Maryland

Resources

Product Documentation

Check out our Community articles that guide you through the Connector setup for the HubSpot integration.

Online Learning

Take our online course that steps you through the ClearCare HubSpot integration process.


COMING SOON!
Setup Guide

Get the PDF version of the ClearCare HubSpot Setup Guide for handy reference at your desk.

What's next?

Now you can enable all the power of the Hubspot CRM and effortlessly continue your hiring in ClearCare.