Start here for Marketing
Use this when you need to understand how leads and contacts enter HubSpot.
What changed
Marketing forms and website activity create or update HubSpot contacts. Those contacts become the starting point for sales follow-up.
Basic flow
- A person visits the website, clicks an ad, or fills out a form.
- HubSpot creates or updates the contact.
- HubSpot records the original source, such as paid search, organic search, or
direct traffic.
- HubSpot may associate the contact with a company based on email domain.
- HubSpot sends the appropriate notification or task to Sales.
- Sales reviews the contact history before quoting or invoicing.
Watch for
- missing state information
- contacts created without the expected company association
- forms that do not capture the fields Sales needs
- leads assigned to the wrong owner
- source tracking that does not match the campaign
If something looks wrong
Use Submit an Issue and include the form, contact email, and what field looked wrong.