ConvertCalculator is a powerful tool to capture leads. But what do you do after lead generation? You could follow up from your mailbox, but what if you have a sales team? Or do you want to give your sales process a little bit more structure? Then you need a CRM. Like HubSpot's CRM solution.
Connect your HubSpot Account
NB. First of all, make sure you have a HubSpot account for your business and also make sure your user profile has the appropriate rights in the HubSpot account to manage integrations.
In the editor of the calculator you want to connect, click on Settings (⚙ icon in the top right menu) and then select the "Connect" tab. There you find a "Connect" button in the HubSpot box. Click that, log in, and select the HubSpot account you want to connect.
Sync your fields
Now it's time to sync your calculator fields to HubSpot. It's possible to create or update Contacts (update matched on email), create or update Companies (update matched on company name), and create Deals.
To sync a field, first, select a calculator element from the left-hand side.