Once you've successfully integrated Leadfeeder to your HubSpot, you can connect Leadfeeder leads to HubSpot CRM companies and deals. These can already exist in HubSpot CRM, or you can create new ones directly from the Leadfeeder app.

Connect a lead to HubSpot CRM

STEP 1: Send an interesting lead from Leadfeeder to HubSpot CRM by clicking on "Connect" to HubSpot CRM as a company.

Once you've done that you can either create a new company or connect to an existing one.

NOTE: In most of the cases Leadfeeder's Automatic Matching will connect Leadfeeder leads to your existing HubSpot companies.

In this step you can choose whether to send the historical Leadfeeder visits to HubSpot or not.

STEP 2: After connecting a lead with HubSpot CRM, visits will appear as in the screenshot below, as notes.

By clicking on Expand more details will be shown.

  • You can view individuals in People view with the use of HubSpot marketing features.

  • Create tasks, deals to HubSpot CRM

  • Send leads automatically to your CRM with custom feed automation

  • Filter Leadfeeder leads based on their status in HubSpot. Notice also new filtered leads lists being generated at this point.

RELATED:

Did this answer your question?