HubSpot Integration

HubSpot Integration

HubSpot Integration

Send your client list over to HubSpot with just a few clicks!
Integration syncs: Firstname, Lastname, Email

AR lets you integrate your AR account with your Hubspot account 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.

In this article, you'll find information on how to:

A. Integrate Your AR Account with Your Hubspot Account

B. Forward a List from Your AR Account to Your Hubspot Account

A. 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.

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B. 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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