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HubSpot Integration
Updated over 8 months ago

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.
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  • 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.
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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.


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