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A growing service business faced inefficiencies with manual data entry from Duda site form submissions, leading to delays and inaccuracies.
We set up a Zapier automation to connect it with HubSpot, which improved lead management flow and response times, and reduced manual workload by 5 hours per 100 leads.
Automated Lead Management from site to HubSpot via Zapier
Problem
The business relied on manual processes to transfer lead information from their website contact forms (specifically a Duda site form) into their HubSpot CRM. This involved:
Each lead took approximately 3 minutes to process manually.
- Manually creating new contacts.
- Creating associated deals andassigning them to sales pipelines
- Segmenting contacts into relevant lists.
Each lead took approximately 3 minutes to process manually.
Solution
To address these challenges, an automated workflow was designed and implemented using Zapier.
- When a new form is submitted on the company's Duda website, Zapier captures the submission data.Which triggers a series of automated actions within HubSpot:
- A new contact and a deal are instantly created.
- The deal is automatically assigned to a specific sales pipeline, and a contact is associated with it.
- Based on information provided in the form (e.g., project type), the contact is added to a relevant marketing list.
- A comprehensive summary of all form information is automatically populated into the deal description field in HubSpot, ensuring all lead details are centralized.
- The contact is automatically flagged as a marketing contact.
Results
- Drastic Time Reduction: The automation saves approximately 3 minutes per lead. For every 100 leads processed, this accumulates to 5 hours of administrative time saved.
- Accelerated Lead Response: By eliminating manual data entry, the system significantly decreases the time to contact new leads which is vital for improving conversion rates in service businesses.
- Enhanced Data Accuracy & Completeness: Automatic transfer of all form data directly into HubSpot minimizes the risk of human error and ensures that the sales team has complete information set.
- Improved Lead Organization: Automatic creation of contacts, deals, and list segmentation ensures that leads are properly categorized and routed from the moment they enter the system.
Ready to automate your processes?
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