<img height="1" width="1" style="display:none;" alt="" src="https://analytics.twitter.com/i/adsct?txn_id=nv09j&amp;p_id=Twitter&amp;tw_sale_amount=0&amp;tw_order_quantity=0"> <img height="1" width="1" style="display:none;" alt="" src="//t.co/i/adsct?txn_id=nv09j&amp;p_id=Twitter&amp;tw_sale_amount=0&amp;tw_order_quantity=0">
800.449.0645 Caregiver Support
What's Required
  1. ClearCare Software
  2. HubSpot Sales Enterprise
  3. 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
  • Closed-Lost
  • Closed-Won
 
Interested in learning more about HubSpot?
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.