How to capture Leads from a web form and send the data to HubSpot CRM

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Loxley_Mck
Member

I have just signed up for HS CRM, after using Microsoft Dynamics for many years. 

 

Currently, when a person completes our web form, the submitted details would be sent directly to Microsoft Dynamics and it would be registered in Microsoft Dynamics as a new lead, which then can be actioned by the relevant salesperson. 

 

I would like to find out how we can do the same process with HubSpot. Thanks in advance. 

 

Loxley

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
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Phil_Vallender
Most Valuable Member | Elite Partner

Hi @Loxley_Mck 

 

The CRM on its own can't do this, unless you API the information from the forms into the CRM directly, so I suggest you add the Marketing Hub Free product to your suite and use either the collected forms feature or native forms to capture contact details. 

 

Hope this helps. 

Phil Vallender | Inbound marketing for B2B technology companies
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Loxley_Mck
Member

Hi @Phil_Vallender 

 

Thank you for your response.

 

I am not a techie person so still a little confused. May I ask if you have any knowledge-based links to the collected forms feature or native forms feature?

 

I am hoping it is something that I can just cut and paste a code and put it behind the forms to do the process.

 

Loxley

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Loxley_Mck
Member

@Phil_Vallender 

 

Thank you Phil. I will review.