How to Capture leads directly into your CRM from online forms and social media.

To capture leads directly into your CRM from online forms and social media, you’ll want to streamline the process using automation tools and integrations. Here’s a specific approach tailored to your existing setup:

1. Integration with HubSpot:

   • Online Forms: Use HubSpot Forms or integrate existing forms on your website with HubSpot using API connections or tools like Zapier. This ensures that every form submission is automatically captured in your CRM.

   • Social Media: For platforms like Facebook and LinkedIn, you can use their native lead generation ad formats, which allow users to submit their information directly through the ad. Integrate these leads with HubSpot using native integrations provided by HubSpot or third-party tools.

2. Lead Capture Tools:

   • Consider using dedicated lead capture tools that offer seamless integration with HubSpot and other CRM systems. Tools like Typeform, JotForm, or Gravity Forms can provide additional flexibility and customisation for capturing leads from your website.

3. Automation with Zapier:

   • Set up Zaps to automate the transfer of data from social media platforms or form submissions into HubSpot. This way, you can also trigger automated follow-up emails or notifications to your team.

4. Social Listening Tools:

   • Use social listening tools to identify and capture leads from relevant conversations on social media. Tools like Hootsuite can be integrated with your CRM to track mentions and engage with potential leads directly.

5. Budget Management for Social Media:

   • Allocate a portion of your marketing budget to lead generation ads on platforms like Facebook and LinkedIn. Monitor CPC (Cost Per Click) and CPL (Cost Per Lead) metrics to optimise your spend. Use A/B testing to refine ad creatives and targeting strategies for better ROI.

6. Lead Scoring and Segmentation:

   • Once leads are captured, implement lead scoring within HubSpot to prioritise them based on engagement and potential value. This allows your sales team to focus on high-quality leads.

7. Analytics and Reporting:

   • Use Google Analytics and HubSpot's reporting tools to track the performance of your lead capture efforts. Set up custom dashboards to monitor key metrics such as conversion rates and lead quality.

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By integrating these tools and strategies, you can efficiently capture and manage leads from online forms and social media, ensuring they are directly funnelled into your CRM for further nurturing and conversion.