What Signalbox does

Signalbox routes the leads that come through your HubSpot forms.

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, in under a second:

• 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

It decides by a flow that you draw: a set of steps such as “is this a free-mail address”, “who owns this company in HubSpot”, “take the next rep from the UK queue”, “show the calendar”.

What it needs from you

1. A HubSpot account, and an admin of it to connect it.
2. One script tag on the pages that hold your forms.
3. A flow, published, and given to a form.

The pages of this guide take you through each, in order. Allow an hour.

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.