Capture new leads
Collect the name and contact information needed to give your sales team a useful new enquiry.
A new customer calls while your sales team is busy. Your assistant collects their contact details and enquiry, so your team can follow up in HubSpot.
Plan your integrationYour assistant. Your software.
Collect the name and contact information needed to give your sales team a useful new enquiry.

Include the reason for the call so your colleague can prepare the next conversation.

Choose where the information belongs in HubSpot and agree the next step for your sales process.
The HubSpot connection for new leads is available. We agree the fields and account permissions, then test a sample enquiry to check where the information arrives. Additional workflows, pipelines, deal creation or custom properties are scoped separately.
About the HubSpot integration.