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Leads 2 Trade and HubSpot integration
Every lead you buy from Leads 2 Trade lands in HubSpot as a contact and a deal, with the address, product and notes filled in. Your team calls back sooner, nobody retypes an enquiry, and you can see which leads you paid for turned into work.
Sounds familiar?
Each lead creates the contact and the deal for you, with every detail Leads 2 Trade sends, so nothing is mistyped or missed.
New leads reach the right salesperson the moment they arrive, with a task to call and, if you want, an automatic first text or email.
Every deal records Leads 2 Trade as its source, so you can report on cost per lead, quotes and sales against what you spend.
A lead from someone already in HubSpot updates their record and adds a new enquiry, instead of creating a duplicate.
What lands in HubSpot
We map each Leads 2 Trade lead to the records your team already works from.
Contact
The homeowner
Name, email, phone, address and postcode, created new or matched to an existing contact.
Deal
The enquiry
A new deal in your enquiry pipeline with the product, materials and lead type, owned by the right salesperson.
Notes
Everything else
The homeowner's comments and any extra details from the lead, saved as a note on the deal.
Source
Where it came from
Leads 2 Trade recorded as the lead source, so your reports show cost and return by supplier.
What's included
Every project starts with how your team handles leads today. The rest depends on what you need, and we agree it with you up front.
Always included
Lead review
We go through the leads you receive and agree what each detail becomes in HubSpot.
Contact and deal creation
Each lead creates or updates the contact and opens a deal in the right pipeline and stage.
Duplicate matching
Homeowners already in HubSpot are matched by email and phone, not added twice.
Testing with real leads
We run live leads through before handover and check every field with you.
Added when you need it
Scoped and priced as part of your proposal
Lead routing
Leads assigned by area, product or round robin, with a task to call.
Instant first response
An automatic text or email so the homeowner hears from you first.
Brand and product rules
Leads sorted to the right brand, pipeline or team when you sell more than one product line.
Cost per lead reporting
Dashboards for leads, quotes, sales and cost per sale by source.
Team training
A short session on working new leads in HubSpot.
Why choose Pineo
Will Andrew
Founder & Lead Consultant
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.
Leads 2 Trade integration pricing
A fixed price, confirmed once we've seen the leads you receive and how your team follows them up.
Starting point
Leads 2 Trade and HubSpot integration
Every Leads 2 Trade lead created in HubSpot as a contact and deal, with the details mapped, duplicates matched and the whole flow tested on your real leads.
from
£950
one-off, fixed price
Extras such as lead routing, instant first responses or cost per lead reporting are scoped and priced in your proposal. All prices exclude VAT. HubSpot and Leads 2 Trade subscriptions are billed by them.
Leads 2 Trade connected in four steps
Review your leads
We look at the leads you receive and how your team works them today.
Fixed-price plan
A written plan with the field map, pipeline, owners and a fixed price.
Build and test
We connect Leads 2 Trade to HubSpot and run your real leads through it.
Go live
We switch it on, watch the first leads closely and show your team what's changed.
How installers use Leads 2 Trade and HubSpot together
Start with leads landing in HubSpot, then build on it. Here are some of the ways installers use it.
Every lead becomes a contact and a deal without anyone copying it from an email.
Repeat enquiries update the same contact, so your team sees the full history.
You always know a deal started as a Leads 2 Trade lead.
Leads go to the right salesperson with a call task and an automatic first text.
Compare Leads 2 Trade with Checkatrade, your website and adverts on cost per lead and cost per sale.
Once a survey is booked, the deal moves on and your calendar and reminders follow.
Fani Petrova
Integration Specialist, User Guest
“Will stepped in during our onboarding, quickly understood our needs, and got things on track. He became a go-to for our CS team and helped us hit key priorities fast.”
Adam Horne
Head of eCommerce, Frive
“The migration into one HubSpot account went a lot more smoothly than we expected. We didn't lose a single working day, and by Monday morning it just worked.”
Sivvy Mikitsey
GTM Lead, Octopus Energy
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Run by Will Andrew (10+ years’ HubSpot experience)
1
Book a time
Pick a slot that suits you.
2
30-minute review
On a screen share. No portal access needed.
3
Your findings
A health score and fixes in priority order.
Questions about Leads 2 Trade and HubSpot
Does Leads 2 Trade integrate with HubSpot?
Have you built this before?
How quickly do leads appear in HubSpot?
What happens if the homeowner is already in HubSpot?
Can leads go to different salespeople?
Can we see which Leads 2 Trade leads turn into sales?
Do you connect Checkatrade or other lead suppliers too?
Which HubSpot plan do we need?
