Using Hubspot CRM to capture leads and increase sales

Find out how the Hubspot CRM can streamline your business, capture leads and increase sales

When you get down to the nitty gritty, all websites share the same goal. They all have the sole purpose of increasing revenue for your business, by various means. In some instances, websites will need to sell products directly, whilst others will rely on capturing user signups. Whatever the process, the ultimate goal is to capture leads and increase sales.

So how do you optimise the lead capture process and ensure you’re not losing potential leads?

All businesses will have their own method of capturing and nurturing leads, but when this data is spread across different platforms and multiple departments things can get pretty messy!

Imagine if there was single platform which could organise, track and nurture your leads… And imagine if that platform was completely FREE! Too good to be true? Well, you may be surprised (and pleased) to hear that the Hubspot CRM does exactly that. Plus, it is free to use for up to 1 million contacts, unlimited users and unlimited storage!

So, what does the Hubspot CRM actually do?

The Hubspot CRM is a Customer Relationship Management platform which helps to organise leads customers and manage your sales pipeline. The CRM allows you to track communications with each contact and see which stage of the buyer journey they are at. Sort your contacts by sales completed, meetings scheduled, or any other actionable filter that is relevant to your business.

To make this process even simpler, the Hubspot CRM can be Synced with your email client and social media profile, ensuring that every interaction is tracked, no matter where it takes place. And the communication thread for each contact can be viewed in a simple, easy to digest, timeline.

Hubspot Communication Timeline

If you have multiple teams working from different locations, The Hubspot CRM is perfect. Your team can all access the same data and the same communication timelines, enabling the right person at the right time to step in and close a deal. And all without having to search through endless emails or  spreadsheets to find out what stage they are at in the sales funnel.

OK, I’m in! How do I integrate the Hubspot CRM with my website?

Tools are available to integrate the Hubspot CRM with your website, no matter what platform your site uses. For the purpose of this article we will be discussing WordPress integration.

One of the reasons WordPress is so popular is due to its flexibility. As it is an open source platform, there are many plugins and extensions available which means there’s not much you can’t do with a WordPress site.

Aside from the Hubspot CRM, Hubspot has put together a nice little free marketing plugin for your WordPress website, which we recommend installing. As soon as the plugin is installed, Hubspot will start collecting visitor tracking data from your website so you can see where your site traffic is coming from, what they are doing on your site, which pages are working for you and which are not, plus much more.

Hubspot Analytics

So, on to the CRM Integration…

To connect your website with the Hubspot CRM you need to create lead generation forms. This can be as simple as an enquiry form on your contact page, or a more targeted landing page with a content offer. Whatever you choose to use for your lead generation, Hubspot makes it really easy to integrate forms into your site using embedded code. Another option is to use the Gravity Forms plugin to create the forms on your website and then link this up using the Hubspot for Gravity Forms plugin, which will link seamlessly with your CRM. WordPress Forms are a great way to create and embed any kind of form to collect data easier.

Targeted landing page for lead generation

Once you have installed the Hubspot tracking code and created and linked your lead generation forms, you can start analysing your traffic and nurturing your leads.

Recommended next steps

  1. Link up each of your website forms with the Hubspot CRM to provide as many avenues as possible for lead generation.
  1. Setup email automations through the Hubspot CRM for each lead generation form submission. These automations should be setup to nurture your leads, so provide useful information and stagger the automations over time. For example, send out links to relevant blog posts or special offers.
  1. Setup A/B testing for each of your landing page forms and make improvements according to the data collected.
  1. Share your landing page content offers on relevant social media pages and groups to maximise user participation. Also consider using pay per click services to start generating leads straight away.
  1. Analyse you visitor analytics daily, weekly and monthly to find out which sections are working and which need improving.

Hubspot CRM is a fantastic tool to help streamline your business and make your lead generation and sales process much simpler and more efficient. It can be used by businesses of any type and any size and can add a huge boost to your sales figures!