Get a 360˚ view of your leads to effectively move them down the funnel.
Say goodbye to disparate databases. HubSpot brings data from every touchpoint with your leads into one clean view that you and your sales team will love.
Lead Management is just one part of HubSpot’s complete marketing software.
Goal-based campaigns keep you and your leads on track.
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Easily capture lead data.
HubSpot captures leads from your landing pages and form submissions, and automatically stores them in your contacts database, complete with a backlog of their browsing history before they ever converted.
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Make your marketing more personalized.
Every marketing tool from landing pages to marketing automation and email sends can be customized to reflect all the demographic and behavioral data you’ve collected about a lead in your contacts database. No integration setup required.
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Integrate with your CRM. Prof. & Enterprise only
Use HubSpot’s native Salesforce integration, or integrate HubSpot’s lead intelligence records into your CRM via an API integration. Since HubSpot collects all the information about your leads’ relationship with your company, your sales team will have a complete picture of a lead before getting on the phone.
View a complete, data-rich profile for every
lead with HubSpot’s Contact Profile.
HubSpot’s timeline view paints a complete picture of your
lead to further both your marketing and sales efforts.
Search, edit, and favorite properties.
Every piece of data you have about each contact appears on their record. Edit data, search for fields, and highlight fields you want to keep close at hand on the overview page.
Review each lead’s timeline.
Contacts have a chronological timeline that shows every interaction with your brand, including pageviews, form submissions, emails, and more. Your sales team can use this view to better inform and personalize their interactions with leads.
Take actions with individual contacts.
From the contact record, you can easily add individual contacts to a nurturing marketing automation workflow, add individuals to static lists, sync contact records to your CRM system, and more.
One of the things I like about HubSpot is the ability to go to a contact record, see all of their vital information, see what they’ve done, see all of the scoring, see all of the lists that they’re a member of... In HubSpot, I get it all in one place.
Leverage the power of a flexible contacts database.
Customize your contact records’ data and score your leads accordingly.
Custom Contact Properties
- Add custom properties to your contact records such as "biggest marketing challenge" or "knowledge of product offerings."
- Ask these questions on forms, manually enter data, or automate the assignment of properties based on behavioral data like form submissions, page views and button clicks (page view and button click segmentation require Enterprise edition).
Lead Scoring
- Use standard CRM-mapped properties, custom contact properties or interactions with any of your marketing channels to assign a score to leads.
- Customize the weight of any property or action depending on what interests and behaviors are most central to your sales and marketing strategy.
- Use Marketing Automation to automatically send only the most qualified leads to your sales team.
Use robust lead intelligence to keep your
marketing strategy efficient and effective.
Segment your database with targeted Smart Lists, and send only the most personalized marketing communications.
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Smart Lists that update by themselves. When you create a Smart List in HubSpot, you can rest assured that it’s always up to date. As new contacts match your criteria, they are added to the list automatically.
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Segment on characteristics and behavior. Want a segment of every IT manager who has seen your pricing page? Done. Every lead in California who has clicked your live chat button? Done.
(Note, some segmentation options require Enterprise edition.)
HubSpot’s CRM integrations ensure that no data slips through the cracks.
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Easy integration. Use one of our out-of-the-box integrations, or develop your own with our API.
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Make sales calls more effective. Sales reps can see an entire history of interactions from your leads’ contact records, allowing them to make more informed, personalized calls.
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Stop the CSV gymnastics. Because HubSpot tracks every record in your CRM system, sending an email or triggering a campaign is as simple as pulling a segment from your database.
Lead Management Core Features & Benefits
The power of HubSpot is in the integration.
HubSpot’s integrated system empowers all your marketing tools to be more effective.
How Lead Management fits into your Inbound Marketing plan
- Close: Use all of the information you have about a lead to close them with ease. You might know their interests, email preferences, social media habits, persona, and lifecycle stage. Use this to target the right people with the right message at the right time.
- Delight: The data in your contacts records lets you give people help when they need it, and love when they least expect it. Use the same information you used to nurture your leads to personalize customer service and communications.
