Documentation CRM

HubSpot and Pipedrive

Every lead becomes a contact and a deal with its source; deals won in the CRM are reported to your ads.

Available from the Business plan. Compare plans

With the Business or Agency plan, Leadwon keeps HubSpot or Pipedrive in step with your leads, in both directions:

  • Every new lead becomes a contact (a person in Pipedrive) and a deal. Channel, source, campaign, landing page, form and a link to the lead go into Leadwon’s own deal fields, the message into a note.
  • When a deal reaches a stage you assigned a status to, the lead gets that status. A won deal marks the lead as won with the deal’s amount, and the sale is reported to your ad platforms.
  • A status you set in Leadwon moves the deal to its stage.

Connect

  1. Open Leads → CRM and click Connect HubSpot or Connect Pipedrive.
  2. Sign in and allow access. Leadwon never sees your password.
  3. Choose the Pipeline for new leads and the Stage of new deals.
  4. Next to each stage, choose the status the lead gets when its deal reaches it, for example Qualified to buy → Qualified. Closed won and lost stages are set for you.
  5. Save. New leads are sent within a few minutes.

Leadwon creates its deal fields when you connect: a property group Leadwon in HubSpot, fields named like Channel (Leadwon) in Pipedrive. Use them in your CRM’s reports and filters.

Leads you already have

Tick Also send the leads of the last days that are not in the CRM yet when saving, and older leads are sent as well.

What is sent

Name, email address, phone number, what the visitor entered, the form and where the lead came from, plus a link to the lead in WordPress. If a contact with the same email address or phone number exists, it is used instead of creating a new one. Spam is never sent. Shop orders are only sent if you tick Also send shop orders; leave it off if your shop already sends its orders to the CRM.

Lead data goes from your site to the CRM directly. Leadwon Cloud only handles the sign-in and renews the access, as long as your license is active.

Timing

New leads and status changes are sent within a few minutes. Leadwon checks the CRM for changed deals every 15 minutes. The lead’s CRM panel shows whether it was synced, and Try failed leads again on the CRM page resends leads that failed.

Good to know

  • If you disconnect and connect the same account again, waiting leads are sent and nothing is duplicated.
  • If HubSpot or Pipedrive asks you to sign in again, for example after a password change, the CRM page says so. Leads wait until you reconnect.
  • Another CRM? See Other CRMs.