Sync approved leads from a table into your CRM — driven by row status

The scenario regularly picks up rows marked "ready to sync", finds or creates the company and contact in the CRM, and writes the result back to the row.

  • The sync is triggered by row status — you decide what reaches the CRM
  • Companies are matched by domain, so duplicates don't pile up
  • Contacts are created or updated, never duplicated
  • A failure on one row doesn't stop the rest
HubSpot

How it works

To pass leads from signMe to HubSpot automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule Trigger
  2. Then: get 👍Ready to Sync
  3. Check: Loop Over Items
  4. Then: change status to Syncing...
  5. Then: get domain
  6. Then: Search company
  7. Check: If company exists
  8. If yes: Merge
  9. Then: Create or update a contact
  10. Then: Sync back
  11. Then: Report Failure
  12. If no: Create a company

You can launch this signMe + HubSpot integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.