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Fix Your Fragmented Funnel: Automate Lead Delivery with HubSpot's Free Tools

Are you stuck in a cycle of manual lead management? You build a landing page, a prospect signs up, and then you have to stop what you're doing to manually email them the whitepaper they requested. This process is slow, error-prone, looks unprofessional, and kills the prospect's initial excitement. Worse, you have no way to track their engagement or automatically follow up, leaving valuable leads to go cold.

This playbook provides a step-by-step guide to building a complete, automated marketing system using HubSpot's extensive free tier. We'll replace your disconnected tools and manual workflows with a unified powerhouse. You'll learn to create professional landing pages, embed smart forms, and set up an automated email that instantly delivers your lead magnet. Every new lead is automatically captured in a free CRM, giving you a single source of truth to track engagement and nurture relationships—all at zero initial cost.

Expected Outcomes

  • Instantly and automatically deliver lead magnets to new subscribers 24/7.
  • Eliminate slow, error-prone manual email tasks and reclaim your time.
  • Capture and organize every lead in a powerful, free Customer Relationship Management (CRM) system.
  • Project a professional, modern brand image with a seamless user experience.
  • Gain valuable insights by tracking email opens and clicks to identify your most engaged leads.
  • Build a scalable foundation for future automated lead nurturing sequences.

Core Tools in This Stack

HubSpot Marketing Hub

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An all-in-one marketing automation platform that helps you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale, all powered by the HubSpot CRM.

Key Features
  • Marketing Automation Workflows
  • Lead Generation & Management (Forms, CTAs, Live Chat)
  • Email Marketing & A/B Testing
  • Drag-and-Drop Landing Page Builder
  • SEO & Content Strategy Tools
  • Social Media Management Suite
  • Advanced Marketing Analytics & Custom Reporting
  • Built-in integration with HubSpot CRM
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription, Usage-Based

Tier: Mid-Range

Ease of Use

High

The Workflow

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Integration Logic

  • HubSpot for WordPress

    The official HubSpot WordPress plugin embeds the HubSpot tracking code across your entire WordPress site. This enables lead capture through native HubSpot forms and pop-ups, which are managed in HubSpot but displayed on WordPress. All form submissions are sent directly to the HubSpot CRM, creating or updating contact records. The integration also allows for the deployment of HubSpot's live chat and chatbots. A dashboard within the WordPress admin area provides a high-level view of HubSpot analytics and contacts without needing to leave the CMS.

Get Your Free Lead Automation Playbook

Stop manually emailing prospects and start converting them with an instant, automated follow-up system.