Leads go where you already work.
CRM & email platform integration
Every enquiry from your website goes automatically into the tool you already use, such as HubSpot, Mailchimp, Jobber or ServiceTitan, or into your inbox with rules.
Price
$395 setup
Fixed and written into your proposal before any work starts. No hourly surprises, no long-term contract.
Add this to a full estimate
How it works
Each enquiry goes straight into the tool you already use, tagged with where it came from and what the customer wanted.
Read the video as text
- When enquiries land in your inbox and get copied into your CRM by hand, some are late and some are forgotten.
- Each enquiry goes straight into the tool you already use, tagged with where it came from and what the customer wanted.
- It works with HubSpot, Mailchimp, Jobber and ServiceTitan.
- No CRM? Enquiries can be sorted into your inbox by rules instead.
What it is
In plain words.
If your website's enquiries land in an email inbox and then get copied by hand into your CRM or job software, some will be late and some will be forgotten. This add-on sends each enquiry straight into the tool you already use, tagged with where it came from and what the customer wanted.
It works with HubSpot, Mailchimp, Jobber and ServiceTitan, or can sort enquiries into your inbox by rules if you don't use a CRM.
A good fit if
- Businesses already using HubSpot, Mailchimp, Jobber or ServiceTitan.
- Anyone who copies leads between systems by hand.
- Teams that need leads assigned and followed up quickly.
Probably not for you if
- You don't use a CRM and a plain inbox works for you.
We'd rather tell you so than sell you something that doesn't fit.
What you get
Exactly what's included.
A connection to your tool
Your website's forms feed it directly, using the access you grant.
Field mapping
Name, phone, email and the details they gave end up in the right places.
Source and service tags
Know which form and which service each lead came from.
An alert for new leads
So a new enquiry doesn't sit unseen.
Testing
We send test leads through before it goes live.
Written notes
What's connected and how, in plain language.
How it goes
You tell us where leads should go
Your tool and how you want them filed.
We connect and map
Each field to the right place.
We test with real examples
Several kinds of enquiry, start to finish.
Why it's worth it
What it does for you.
No more copying
The leads are in your system when you open it.
Faster follow-up
A lead that's visible gets answered sooner.
Fewer lost enquiries
Nothing waits for someone to remember.
Better records
Every lead has its source and details attached.
- Speed is the hidden value. A lead that's in your system the minute it arrives gets answered first.
Run your own numbers
Example figures. Change them to yours.
Count the copying. These are example numbers: change them to your own.
Use what you'd pay someone for that hour, or what the hour could earn you.
- Time you get back3.0 hours a month at the rate you entered
- $90
Net each month
$90
That would repay the $395 setup in about 4.4 months, and about $1,080 a year after that.
What this assumes
- The time estimate is yours, not ours: change the numbers until they match your week.
- It doesn't count leads that get answered sooner. That's real but depends on your follow-up.
The practical bits
What it takes.
What we need from you
- Access to your HubSpot, Mailchimp, Jobber or ServiceTitan account (through that company's own approval screen).
- How you want leads labeled and who should be alerted.
How long it takes
Usually one to two weeks once we have access.
Timelines are typical. The dates for your project go in your proposal.
Afterwards
It's a one-time price. You own what we build, and if you ever want changes later, we quote them first.
Questions
Likely questions, answered.
Which tools work?
HubSpot, Mailchimp, Jobber and ServiceTitan. If you use something else, ask. We'll tell you honestly whether it can be connected.
Do you need my password?
No. You approve the connection inside your own account.
Will it create duplicates?
Where the tool allows it, we match on email or phone so an existing contact is updated, not duplicated.
What if I don't use a CRM?
We can sort enquiries into your inbox by rules, such as labels per service.
Can it start follow-ups automatically?
That's workflow automation.
What does CRM & email platform integration cost?
$395 setup. The price is fixed and written into your proposal before any work starts, so there are no hourly surprises. If you ask for something that isn't in the proposal, we quote that change first and nothing changes until you agree.
Do I own it?
You own what we build for you: the code, the content, and the accounts it runs on (the domain, the hosting account and any service account, such as a payment account, are opened in your name). There is no proprietary platform to be locked into and no cancellation penalty.
Can you add it to the website I already have?
Add-ons are built into a ZONA site. If you already have a site, tell us what it's built with when you get in touch. We'll tell you honestly whether this can be added to it or would work better built into a new one. We'd rather say so than sell you something that doesn't fit.
How do I get started?
Use the button on this page to add it to your project, or send a message. A discovery call takes about fifteen minutes (no pitch deck), and then you get a fixed-price proposal. You'll hear back within one business day.
Is there a long-term contract?
No long-term contracts is our standing rule: care plans are month to month, and any monthly terms for an add-on go in writing in your proposal before you sign anything.