When registering leads acquired through landing pages or inquiry forms into your SFA, if the leads are handed off to sales without information about "which ad they came from" or "which pages they viewed," that data cannot be leveraged in sales conversations.Additionally, manually handling duplicate processing when multiple inquiries are received from the same email address degrades the data quality in your CRM.Creative Drive CRO's SFA/CRM integration automatically transfers leads to HubSpot or Salesforce with traffic source, UTM parameters, and page view history attached.By matching records by email address before sending, this prevents data quality degradation due to duplicates.
We solve these challenges
- Leads are registered in the SFA, but information about which ad they came from is not attached
- Duplicate records are being created every time the same lead is submitted from multiple forms
- Form submissions are manually transcribed into the SFA, causing time lags and input errors.
- Behavioral data acquired through marketing does not reach the sales team's SFA, creating a disconnect between marketing and sales.
What you can do
- Compatible with HubSpot and Salesforce
- Also pass along the referral source and page history
- Duplicates are deduplicated by email before sending
- Sending records can be checked on the screen
How it works
The Creative Drive CRO SFA/CRM integration triggers on form submission events to attach traffic source, UTM parameters, page view history, and purchase intent scores collected by measurement tags to lead records, then automatically forwards them to HubSpot or Salesforce.Before sending, deduplication is performed by email address. If an existing lead is found, it will be processed as an update to the existing record rather than creating a new one.You can check the send log in the admin panel, and failed records can be resent.
Use it in situations like this
Check which ad a lead came from in Salesforce
The lead source (Google Ads, campaign name, ad group) is automatically assigned to lead records in Salesforce.Sales teams can check which ads a lead responded to before a meeting, and use this information to personalize their approach.
Deduplicate form submissions by matching emails before sending to CRM
If an inquiry is received again from the same email address, no new lead will be created; instead, the existing record will be updated.You can reduce the manual effort of merging duplicate leads in your CRM and maintain data quality.
Supplement HubSpot lead scores with Creative Drive CRO purchase temperature
By combining HubSpot lead scores with browsing behavior scores measured by Creative Drive CRO (pricing page visits and multiple visits to specific page groups), you can achieve more accurate hot lead detection.
Getting started
Connect your HubSpot or Salesforce account
Authenticate your HubSpot or Salesforce account in the integration settings of the admin panel.Connect using an API key or OAuth authentication.
Map form fields to CRM fields
Set the mapping between form input fields (such as name, company name, and email address) and CRM lead fields.Also specify the fields to assign traffic source, UTM parameters, and scores.
Set deduplication rules
Enable email address matching.Configure the behavior (overwrite, append, or ignore) when an existing lead is found.
Verify behavior in the send log
Perform a test send and verify in the admin panel's send log that lead information is being correctly forwarded to the CRM.
FAQ
Related features
You can try it with your current site as-is
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