Add every new website lead to HubSpot as a contact and a deal, with the page attached.
Overview
If your team tracks work in HubSpot, every lead from your website can be there too. Each one becomes a contact and a deal, so nothing waits in an inbox.
Today that goes through Zapier. Soon you’ll sign in to HubSpot once from your portal, choose the pipeline, and every lead will arrive as a deal with what they need, their words and the page they came in on.
Then the work comes back. When a deal is won, Rule & Form sees it, and learns which pages and towns bring in the work you want.
How it works
On your website
A customer asks for work.
Someone fills in the form on your website. You get a text and an email straight away, as you always do.
Into HubSpotVia Zapier
Zapier passes it to HubSpot.
The lead goes to your Zap the moment it arrives, and the Zap creates a new contact and deal in HubSpot.
Into HubSpotComing soon
Soon, no Zap at all.
Connect HubSpot once in your portal and every lead arrives as a contact and a deal, with its context attached.
What moves
Into HubSpotVia Zapier
Through Zapier, today
- A contact, with their name, phone and email
- A deal for what they asked for
Into HubSpotComing soon
Connected directly
- A contact, matched to one you already have
- A deal in the pipeline you choose
- Their words and the page they came in on
Back to Rule & FormComing soon
What it became
- When a deal is won, and for how much
Setup
- In your portal, open Settings, then Integrations, and choose Webhook.
- In Zapier, start a Zap with Webhooks by Zapier, Catch Hook, and paste its address into your portal.
- Press Send a test lead, so Zapier can see what a lead looks like.
- Add the step that creates the record in your software, match the fields once, and turn the Zap on.
About 15 minutes
What stays the same
- Your team works in HubSpot exactly as it does today.
- You decide what every lead becomes. Rule & Form never creates jobs or estimates for you.
- Every lead is still texted and emailed to you, so nothing is lost if a Zap stops.
- Your HubSpot account, plan and login stay yours.
Questions
Which HubSpot plan do I need?
Through Zapier, any HubSpot plan. The direct connection will work with HubSpot’s free CRM too.
Do I need a paid Zapier plan?
Yes. The webhook step in Zapier is on its paid plans. When the direct connection arrives, you won’t need Zapier at all.
Could the same lead arrive twice?
Every lead carries its own key. If a send times out, we send it again with the same key, so a step that checks the key never adds a lead twice.
Does it cost extra?
Not from us. Sending leads out is included in your Rule & Form plan.