- ClearCare Software
- HubSpot Sales Enterprise
- A domain name (e.g. youragencywebsite.com) unique to your agency (agencies with more than one location must each have a separate domain)
Benefits of the integration
- Data automatically syncs between ClearCare Prospect Status and HubSpot
- Sales reps don't have to manually enter contacts into a CRM or switch between systems
- Deals get automatically added to the HubSpot sales pipeline for Sales to manage
- Workflows can be set up to automatically:
- Move contacts to the next deal stage based on triggers
- Email internal and external contacts for next steps
- Create tasks for sales reps
Prospect Status fields synced between ClearCare & HubSpot
- Initial Phone Call
- Assessment Scheduled
- Assessment Performed
- Wants to Meet Candidates
- Needs Contract
- Expecting Client Signature
- Ready to Schedule Care
- Care Started
Let us know.
|ClearCare has negotiated very attractive preferred pricing discounts on the purchase of HubSpot.
After you submit the form, you will be able to schedule a time to speak with a HubSpot representative about the discount, request a demo, and ask any questions you have.