Sales Integrations

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

解決

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
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最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決
4件の返信
Phil_Vallender
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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 | HubSpot Website Agency
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Loxley_Mck
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How to capture Leads from a web form and send the data to HubSpot CRM

解決

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
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

Hi @Loxley_Mck 

 

Here you go: Use non-HubSpot forms

Phil Vallender | HubSpot Website Agency
Loxley_Mck
メンバー

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

解決

@Phil_Vallender 

 

Thank you Phil. I will review.