Create a HubSpot CRM contact from each new Consolto lead
When Consolto collects a new lead from your website, this workflow creates a contact in HubSpot CRM from it, so every lead is in your CRM for follow-up.
Consolto
HubSpot CRM2 steps Setup ~5 min Used on 2.1k sites Free to import
What this workflow does
Leads that come in through a website chat or call widget often stay in that tool's inbox. If your sales team works from HubSpot, those people need to be contacts there before anyone can follow up properly. This workflow creates the contact for each new Consolto lead.
The Consolto trigger is New Lead, which fires when a new lead is collected in Consolto. The lead data comes with it. The HubSpot CRM step then runs Create Contact, and you map the lead's details into the contact's properties.
Create Contact makes a new record each time and does not search HubSpot first. If a lead's email is already on a contact, HubSpot may refuse the duplicate, and the run's entry in Task History shows that response. Leads collected before you turn the workflow on are not sent.
Video consultation requests
A clinic or law firm collects leads through Consolto on its site. Each one becomes a HubSpot contact the front desk can call back.
Out-of-hours enquiries
Leads Consolto collects in the evening or at the weekend are already HubSpot contacts when the sales team next opens the CRM.
Reporting on website leads
Every Consolto lead sits in HubSpot as a contact, so you can count and segment website leads alongside the rest of your CRM.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Consolto New LeadStarts a run each time Consolto collects a new lead. The details the visitor left are available to map into HubSpot.
- HubSpot CRM Create Contact
Adds a HubSpot CRM contact built from the Consolto lead. Map the lead's details into the contact's properties, and connect HubSpot when you set the workflow up.
What you need
- FlowMatticCore
- Consolto AccountAccount
- HubSpot CRM AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Collect a test lead in Consolto after import so FlowMattic captures sample data, then map it into the HubSpot step.
- Add HubSpot's Create Deal after the contact step if every Consolto lead should also start a deal in your pipeline.
- Add a Slack or email step after HubSpot so the person on duty hears about each new lead as well.
Questions about this workflow
What happens if the Consolto lead is already a HubSpot contact?
HubSpot's Create Contact only adds new contacts. If the Consolto email already belongs to a contact, HubSpot may turn the request down; that answer appears on the run in Task History. The contact already in HubSpot is not changed.
Which Consolto lead details can go into HubSpot?
Anything Consolto sends with the New Lead event. A test lead shows the values in Task History, and you map each one to a contact property.
Does every new Consolto lead become a HubSpot contact?
Yes, as imported. There is no Filter, so each lead starts a run. Add a Filter after the Consolto trigger if some leads should stay out of HubSpot.
Does the workflow reply to the lead in Consolto?
No. It only reads the new lead and creates the HubSpot contact. Replies still happen in Consolto or from HubSpot.
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