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Your No-code and AI Automation PartnerAutomate Lead Notifications with Convertbox
Connect Convertbox to Slack and HubSpot using Zapier to automate lead notifications and CRM updates. Enhance response time and conversion rates by keeping your sales team informed in real-time.
When a New Lead Submitted
1. Lead Submission Trigger
Trigger when a new lead submits a form.
Capture Lead Data
2. Capture Lead Information
Use Zapier to collect lead data from Convertbox.
Send Notification to Slack
3. Notify Sales Team
Send a Slack message with lead details to a channel.
Create a Contact
4. Add Lead to CRM
Create a new contact in HubSpot with the lead data.
Update Notification Status
5. Confirm Contact Creation
Update Slack notification status to 'Contact Created'.
Tag Contact in CRM
6. Tag Contact by Source
Tag the contact as 'Convertbox Lead' in HubSpot.
Send Follow-Up Message
7. Remind Sales Team
Send a reminder to review the lead based on priority.
- Repeat -
Automation Benefits
Benefits of Automation
Experience the advantages of automating your lead management workflow.
Improved Lead Response Time
Ensure leads are promptly attended to, increasing chances of conversion.
Accurate CRM Updates
Reduce errors by automating data entry into your CRM system.
Streamlined Communication
Keep your sales team informed with instant notifications.
Enhanced Lead Tracking
Effortlessly tag and track leads by their source for better management.
Increased Productivity
Allow your team to focus on closing deals rather than administrative tasks.
Higher Conversion Rates
Boost sales by reducing the time from lead capture to initial contact.
Features
Automation Features
Enhance your lead management process with key automation features.
- 1Real-Time Notifications
Receive instant notifications for new leads, ensuring quick response.
- 2Seamless CRM Integration
Automatically update HubSpot CRM with new lead details.
- 3Efficient Lead Tagging
Organize leads by source for better tracking and management.
Outcomes
Expected Outcomes
Transform your lead management process with measurable outcomes.
50%
Faster Lead Response
30%
Increased Conversion Rate
40%
Enhanced Sales Efficiency
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FAQ
Automation FAQs
Answers to common questions about this automation solution.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.