Speed-to-Lead™ + HubSpot integration lets you to log all call activities, lead info and more into the HubSpot CRM.
With Convolo Speed-to-Lead™ + HubSpot integration you get:
Automation - Your leads from Convolo are saved automatically in the HubSpot dashboard.
Auto-assignment - after the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in HubSpot.
Auto-routing - In case, an existing lead in HubSpot decides to request a call via Convolo, then only the contact owner defined in HubSpot will get connected with a lead.
Custom fields - All of your custom fields filled by prospects are saved in the HubSpot dashboard.
HubSpot Workflows - The Convolo action in HubSpot Workflows gives you an opportunity to initiate calls to your leads based on any condition, e.g as soon as a lead has submitted a certain form, completed an account registration, viewed your website/quote, replied to a marketing email or met any other criteria that triggers a Convolo call. More info about how to set up HubSpot workflows & forms with Convolo, you can find in this article ↗️
How to set up ?
In order to set up integration with HubSpot CRM, Admin of the HubSpot account will need to:
Click here or visit our integration page on HubSpot App Marketplace.
Choose a HubSpot account that you’d like to integrate Convolo with.
Click ‘Connect app’ to enable integration access.
Sign in to your Convolo Admin account.
Now you’re all set ! 🎉
Once all the steps are successfully completed, our Team will confirm back the integration status to you. Normally it takes 1-2 working day(s).
If you are having trouble integrating HubSpot or you have any questions, feel free to drop us an email at [email protected]