What Signalbox does

A visitor fills in a HubSpot form on your site. HubSpot stores the submission, as it always has. Signalbox then decides what that visitor sees next:

• the calendar of the right rep, to book a meeting at once
• a second step of questions, when you need to know more first
• a message, or another page, when the lead is not one for sales

HubSpot stays your system of record. Signalbox reads from it and writes contacts, companies, deals, tasks and meetings back to it.

The parts

Part	What it is
Workspace	Your Signalbox account. One HubSpot account connects to one workspace.
Tag	One script tag on the pages that hold your HubSpot forms. It reports each submission to Signalbox.
Flow	The steps a lead passes through: qualify, assign, show a calendar, write to HubSpot. You draw it on a canvas, or an agent writes it for you.
Form	A HubSpot form. You choose which flow each form runs.
Rep	A HubSpot user who takes leads. A rep connects a Google or Microsoft calendar.
Queue	A list of reps. A flow can give a lead to the next rep in a queue.
Meeting type	A kind of meeting: its length, the gap kept either side of it, and what the invitation says.
Lead	One submission, with its trace: each step it passed through, the exit it took and why.

What happens to a lead

1. The tag sees the visitor submit a HubSpot form and tells Signalbox.
2. Signalbox cleans the email address and looks the company up in Sopro Data.
3. Signalbox checks HubSpot for the contact, the company and its deals.
4. The flow’s steps run. They can test what is known, score the lead, assign it to an owner, a queue or a named rep, and write to HubSpot.
5. The visitor sees what the flow decides: a calendar, questions, a message or another page.

The visitor is never kept waiting for more than three seconds. Work that takes longer carries on after the visitor has been shown something.

What it never does

• It never changes your HubSpot form, adds a field to it, or stops a submission. HubSpot has the lead before Signalbox acts.
• It never fails closed. If Signalbox cannot be reached, your page does what it did before the tag was added.
• It makes no second form submission. Answers to its questions are saved as contact and company properties.

Three ways to work with it

• In the app, at app.trysignalbox.com. Start with the quick start.
• Through an AI agent, such as Claude. The agent acts as you, at a level you choose. See Agents.
• Through the API, with an API key. See the API overview.