Best Ways To Organize Roofing Company CRM | 4 Square Roofing

Just recently signed up and started using Hubspot for my roofing company, 4 Square Roofing. Are there any tips and tricks for capturing new leads from your website, Facebook, Gmail, and Outlook with an automated system? Is Zapier worth integrating into Hubspot if you’re serious about using the CRM to create your customer base for good?


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Gallatin Roofing Company | Hendersonville Roofing Company | Nashville Roofing Company | Roof Storm Damage | Best Roofers Near Me 37066

Hi @4squareroofing1 !

First could you provide what Hub do you have?

I work with Roofers Going Digital and if you want we can Book a call we can help you

Nevertheless I can give you advide over what you are asking here.

1. To capture leads from your website you have to install HubSpot tracking code and HubSpot can detect the forms you already have in your website, or you could build the forms inside HubSpot and embed them in your website, both ways the contacts will fall in HubSpot.

2. Gmail/outlook you can download or install the Sales extension.

3. Facebook: Here is a little more trickier since you need a Marketing Pro License to connect your social media accounts

Depending on your needs and license HubSpot has a lot of native integrations so you wouldn’ need Zappier. Zappier would be needed for integrations with GMB or maybe other software that isn’t native to HubSpot.

Hope this helps!

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Monica Lozano

HubSpot Consultant

Austin, TX

D +52 5581721302

L

linkedin.com/in/monica-lozano/

W

roofersgoingdigital.com