ConvertCalculator is a powerful tool to capature leads. But what do you do after lead generation? You could follow-up from your mailbox, but what if you have a sales team? Or you want to give your sales process a little bit more structure? Then you need a CRM. Like HubSpot's CRM solution.
Connect your HubSpot Account
NB. First of all, make sure you have a HubSpot account for your business and also make sure your user profile has the appropriate rights in the HubSpot account to manage integrations.
In the editor of the calculator you want to connect, click on Settings (⚙ icon in top right menu) and then select the "Connect" tab. There you find a "Connect" button in the HubSpot box. Click that, log in, and select the HubSpot account you want to connect.
Sync your fields
Now it's time to sync your calculator fields to HubSpot. It's possible to create or update Contacts (update matched on email), create or update Companies (update matched on company name) and create Deals.
To sync a field, first select a calculator element from the left hand side.
After you've selected your calculator element, select the property you want to sync it to in HubSpot
Repeat this process for all fields you want to sync.
That's it! When a user submits a calculator, data is synced to HubSpot. Now you can follow up leads with HubSpot CRM from the generated leads you captured through ConvertCalculators lead generation calculator form.
Sync to multiple objects
You can sync to contacts, companies and/or deals. If you sync properties to an object, it's created. If you do not, it will not be created, simple as that. If you decide to create, for example, a contact and a deal, the objects will be linked in HubSpot automatically.
Add HubSpot Event Tracking
If you use HubSpot's Event Tracking, you can connect the gathered data automatically by toggling on the option "Track external events" in the general settings tab (via ⚙ icon in top right menu).
Inspect why HubSpot is not sycning
There can exist scenarios where syncing doesn't work. This happens if certain field types are not accepted in HubSpot. You can inspect any errors by navigating to the submissions dashboard (☰ in top right menu -> Submissions) and clicking on the ⚡ icon.