Automating Sales Lead Capture with HubSpot CRM

Industry: Digital Marketing

Challenge:

A digital marketing agency was looking to improve its lead management process. Their website generated a steady stream of enquiries, but the process of capturing and managing these leads was inefficient. The team relied on manually entering form submissions into HubSpot, which introduced risks of data entry errors and delays in follow-ups.

With manual processing, valuable leads were sometimes overlooked, and response times varied depending on how quickly the team could input the data. The agency needed an automated solution to ensure every lead was captured in real-time, with complete and accurate information.

Solution:

To address this challenge, we developed a custom integration that connected the agency’s website contact forms directly to HubSpot. This integration allowed form submissions to be automatically recorded as new leads in HubSpot, along with all relevant details such as contact information and enquiry specifics.

The system was designed to be seamless and required no manual intervention from the team. Once a potential customer submitted a form, their details were immediately available for the sales team to review and follow up.

Outcome:

• Improved efficiency: the sales team no longer needed to manually enter data, allowing them to focus on engaging with leads.
• Greater accuracy – the automated process eliminated the risk of human error in data entry.
• Faster response times – leads were instantly logged in HubSpot, enabling a quicker and more structured follow-up process.
• Scalability – the system was built to handle increasing enquiry volumes as the business grew.

By automating the lead capture process, the agency improved its ability to respond quickly to potential clients, ultimately enhancing its sales performance and customer experience.