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Automate 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
Solution
1. Lead Submission Trigger

Trigger when a new lead submits a form.

Capture Lead Data
Solution
2. Capture Lead Information

Use Zapier to collect lead data from Convertbox.

Send Notification to Slack
Solution
3. Notify Sales Team

Send a Slack message with lead details to a channel.

Create a Contact
Solution
4. Add Lead to CRM

Create a new contact in HubSpot with the lead data.

Update Notification Status
Solution
5. Confirm Contact Creation

Update Slack notification status to 'Contact Created'.

Tag Contact in CRM
Solution
6. Tag Contact by Source

Tag the contact as 'Convertbox Lead' in HubSpot.

Send Follow-Up Message
Solution
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.

  • 1
    Real-Time Notifications

    Receive instant notifications for new leads, ensuring quick response.

  • 2
    Seamless CRM Integration

    Automatically update HubSpot CRM with new lead details.

  • 3
    Efficient Lead Tagging

    Organize leads by source for better tracking and management.

Feature

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 is 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