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  1. Club OS Help Center
  2. Prospect & Member Management
  3. Capturing New Prospects

HubSpot Integration

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Once a club location’s HubSpot is integrated with Club OS, new leads created in the HubSpot portal will appear in Club OS. Club OS can support accounts serving single or multiple locations. 

HubSpot’s leads are tagged with a 'web' origin and a marketing source that displays both the HubSpot Lead Form's title and page's title.


Leads will be assigned to the default employee in charge of member sales follow-up. HubSpot submissions are de-duped against existing prospects at the location in Club OS. 

Caveat about the HubSpot integration:

  • HubSpot submissions are not set up to trigger New Prospect Response automatic campaigns.

HubSpot integration requires the combined efforts of the club, Club OS’s support staff, and Club OS’s engineering team.

To set-up HubSpot integration, please contact our support team. Depending on your Club OS package, charges may apply.

 

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