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Lead Hub Template
Create a lead hub for your team or clients to review, contact, and add leads to their CRM.
Overview
Use Zapier's Lead Hub template to route lead names and email addresses into a central portal for your team or clients that automatically enriches the data with company information and more.
Why you should create a lead hub in Zapier
It can be difficult keeping track of all of your leads to make sure they get added to your CRM and followed-up with appropriately. With Zapier, you can build a lead hub that uses automation to route leads into one place. If you generate leads on behalf of clients, you can share this hub and allow your clients to click a button to:
- Add leads to a CRM
- Craft and send an email or SMS
You can set up additional buttons to connect with over 6,000 different apps.
How the lead hub works
You can manually add in email addresses, import records, or set up automated workflows to add new leads into the table. Once new records appear, click a button to send them through to the connected Zap which gets their lead score, company information, industry, and more.
If you are working with a team or a client, you can send them a publicly-facing interface to view all the leads. Then, if you or your client determine that a lead fits your ideal customer profile, click another button to send them into your CRM or send them an email or SMS.
To get started:
- Click use template
- Import records from a CSV, begin adding new records with names and email addresses, or set up a Zap to automate the collection of leads from another source
- Click "Send pending records" to enrich the data in the table
- Edit each Zap to configure your CRM, Email provider, and SMS service
- Navigate to the interface and share the link with your team or client
The first blank record in the table will need to be deleted as it's a placeholder. Only brand new records can be sent to the Zap for lead scoring
Who should use this template
If you're an agency owner helping clients get new leads, on a sales team, marketing team, or do sales as a business owner then this lead hub built in Zapier is perfect for you. It is going to take a prospect and get them one step closer to a qualified lead for your business. Because this template uses Zapier Tables and Interfaces, you'll have marketing automation at your fingertips.
Key benefits of the lead hub template built with Zapier
- Lead scoring powered by MadKudu available to you within the connected Zap
- Connected to Zaps to automate workflows with 6,000+ different app integrations
- Data enrichment included to speed up the prospecting process
- A hub that can be shared with teams and clients
Frequently asked questions
Can Zapier Tables integrate with my existing CRM?
Absolutely. The template is designed to work seamlessly with Zaps in Zapier, which means you can connect it to thousands of apps, including most CRM systems. You can set up Zaps to automate the flow of information between the table and your CRM, ensuring your lead scoring is always up to date and accurately reflected in your sales pipeline.
Can I share this with my team?
Yes. The included interface comes with a public, password-protected, or managed user link that you can share with your team for access.
Can I embed forms on my website?
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.
