HubSpot Integration
Send your client list over to HubSpot with just a few clicks!
Integration syncs: First name, Last name, Email
Integrate your AR account with your Hubspot so your AR contacts are automatically synced and you can easily send a mass email from either Hubspot to your patients.
Important note: This integration is only available on the Accelerator Plan and you should have a Hubspot account to be able to do this.
Integrate Your AR Account with Your Hubspot Account
Log in to your AR account via https://app.aestheticrecord.com/login. Click on Settings > Integrations > select either Hubspot CRM in the bottom left corner > enable the toggle in the top right corner.
Important note: The Integrations tab will only show up if your user role is Admin. It won't show up if your user role is Provider, Frontdesk, or Medical Director.
Turn on the All Clients toggle if you want all your patient profiles to be automatically synced.
Then, turn on the Newly Created toggle if you want newly created patient profiles to be automatically synced.
After that, click on Authorize and a window will pop up. Enter in your Hubspot login details and then hit Save.
Forward a List from Your AR Account to Your Hubspot Account
Important note: A paid Hubspot account is required to be able to send unlimited lists from your AR account.
Log in to your AR account via https://app.aestheticrecord.com/login. Click on Business Insights > Clients > Create report > select from the options and fill out the fields > Share > select Hubspot or MailChimp.
A window will pop up. Fill out the fields and hit Save.