HubSpot is one of the most popular CRM platforms, and HappierLeads makes it incredibly easy to automatically send your identified website visitors directly into your HubSpot account as contacts. This guide will walk you through the complete setup process.

🔗 Step 1: Connect Your HubSpot Account

First, you need to connect your HubSpot account to HappierLeads:

All available CRM integrations including HubSpot

⚡ Step 2: Create an Automation to Send Leads

Once HubSpot is connected, you can create an automation to automatically send leads:

Setting up an automation to send leads to HubSpot

 You can create multiple automations with different filters to segment your leads into different HubSpot pipelines or lists.

View all your active automations in one place

If you prefer to manually select which leads to send to HubSpot, you can do so directly from your Reveal dashboard:

When a lead is sent to HubSpot, HappierLeads syncs the following information:

👤 Personal Information (when available):

You can manage all your automations from the Automations page:

Automation management options

Q: Will HappierLeads create duplicate contacts in HubSpot?

A: No. HappierLeads checks for existing contacts by email address before creating a new contact. If a contact already exists, we'll update their information instead.

Q: Can I send leads to multiple HubSpot accounts?

A: Yes! If you have multiple HubSpot accounts, you can connect them all and create separate automations for each one.

Q: How quickly are leads sent to HubSpot?

A: Leads are sent to HubSpot in real-time, typically within 1-2 minutes of being identified by HappierLeads.

A: HappierLeads will automatically retry failed automations up to 3 times. If it still fails, you'll be notified and can manually rerun the automation.

Now that you've connected HubSpot, here are some ways to maximize your lead generation:

Step-by-step guide to integrating HappierLeads with HubSpot CRM and setting up automations to automatically sync identified website visitors into your sales pipeline.

How to Connect HubSpot CRM and Send Leads Automatically

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