Create a HubSpot CRM contact when an Insites lead is submitted

When a prospect fills in your Insites lead generation form and their website audit completes, this workflow creates a HubSpot CRM contact from the details they gave, ready for your sales follow-up.

Insites

HubSpot CRM

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2 steps Setup ~5 min Used on 2.1k sites Free to import

The Create a HubSpot CRM contact when an Insites lead is submitted workflow on the FlowMattic canvas, with 2 steps across Insites, HubSpot CRM — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

An Insites lead generation form offers visitors an audit of their website in return for their contact details. Those prospects are worth a call, but only if they reach your CRM. This workflow adds each one to HubSpot as a contact so your team can follow up from there.

The Insites trigger fires when the lead generation audit for a submission completes. FlowMattic receives the submitted details, plus whatever audit data Insites includes, and passes the values you map to HubSpot CRM. The Create Contact action then adds a new contact built from those values.

The step tries to add each audit lead as a brand-new HubSpot record and doesn't merge it into an older one. If the prospect is already a HubSpot contact with the same email, HubSpot may refuse the duplicate, and Task History shows its response for that run. Run a test submission after import to see which fields Insites sends, then map them before you switch the workflow on.

Web agency audit offers

An agency runs a free website check on its homepage. Each prospect who requests an audit becomes a HubSpot contact for the sales team to call.

Marketing consultants qualifying leads

A consultant maps the audited website address into a contact property, so they can open the prospect's site straight from the HubSpot record.

Local SEO services

A local SEO firm collects business owners through an Insites form. HubSpot holds the contacts, and the team works through them in its usual pipeline.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Insites Lead Generation Details Submitted
Fires when the audit started by an Insites lead generation form submission completes. The prospect's submitted details, and any audit values Insites sends, become available to map.
Step 2Action
HubSpot CRM Create Contact
Creates a new HubSpot contact from the Insites values you map, such as the prospect's email and name. Connect your HubSpot account and run a test to check each value lands where you expect.

What you need

FlowMatticCore
Insites 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.

Map the prospect's website address to a HubSpot contact property if your test run shows it, so sales can see which site was audited without opening Insites.
Add a Slack message after the HubSpot step if you want the sales team told about each new audit lead as soon as the contact is created.
Send a test with an email that is already in HubSpot before you go live, so you see in Task History how HubSpot answers a duplicate and can decide whether that matters for your list.

Questions about this workflow

Does the HubSpot contact get created the moment the Insites form is sent?

Not quite. The trigger fires when the lead generation audit completes, so the contact appears once Insites has finished that audit.

What if the Insites prospect is already in HubSpot?

The Create Contact action doesn't update existing records. HubSpot may refuse a duplicate email, and the error shows on that step in Task History. Other runs are not affected.

Are the Insites audit results stored in HubSpot?

Only what you map. If the trigger data includes audit results, you can put those values into contact properties you have set up in HubSpot. A test run shows what Insites sends.

Can I add Insites leads to a HubSpot list as well?

Yes. Add HubSpot's Add Contact To List step after Create Contact and map the new contact from the previous step's result. It works with static lists in HubSpot.