Enquiries into HubSpot and Salesforce as contacts and deals
An enquiry form or emailed lead comes in. Braille reads it, matches the company already in your CRM, and writes the contact and deal.
For whoever keys website enquiries into HubSpot or Salesforce by hand.
- Enquiry forms
- Emailed leads
- Quote requests
- Sign-up sheets
An enquiry from Sam Whitlock is read, matched to company 20481 in HubSpot, and written as a contact with a new deal, approved.
The enquiry hits the inbox. The contact and deal are in HubSpot.
Your desk today
Read the enquiry. Search HubSpot for the company and check whether the contact already exists. Copy the name, email, phone and what they asked for into a new contact. Create the deal, set the stage, then assign an owner.
With Braille
The enquiry arrives by form webhook, email or upload. A workflow reads it and matches the company to the record already in HubSpot or Salesforce. The contact is created or updated, and the deal opens at the New stage.
How a run goes
Inbox to HubSpot
- 01
Send it in
Point your website form's webhook at the workspace, forward emailed leads to its inbox, or upload a sign-up sheet. Each one starts a run.
- 02
Braille reads and matches
The workflow fills the lead schema: company, contact, email, phone and service wanted. The company is matched to the record already in your CRM.
- 03
The record is written
The contact is written against the matched company and a deal opens at the New stage. An approval step can sit in front of it.
What gets written
The records in HubSpot
Put an approval step in front of the deal. It waits with every field visible until someone signs off, and the audit trail records it.
Plans from $49 a month on annual billing, with 200 workflows included on Solo.
Team includes five app connections and unlimited workspaces, one each for HubSpot and Salesforce.
Contact in HubSpot
Approved- Company
- Northside PlumbingMatched · ID 20481
- Name
- Sam Whitlock
- sam@northsideplumbing.example
- Phone
- 0491 570 156
- Source
- Web form
Deal in HubSpot
Approved- Service wanted
- Hot water replacement
- Stage
- New
The existing contact is updated. Braille matches the company and the person against the records already in HubSpot or Salesforce and writes to the one it finds, so a returning enquiry never creates a second contact.
A website form can post to the workspace webhook, an emailed lead can be forwarded to the workspace inbox, and a sign-up sheet or exported list can be uploaded. Whichever way it arrives, the enquiry runs through the same lead schema.
Yes. Owner is a field on the deal like any other, mapped in the workflow's action step, so the deal is written with the owner set.
Yes. Put an approval step in front of the deal write. The contact and deal wait with every field visible until an approver signs off, and each run records who approved it and what was written.
Your next enquiry can end as a contact and a deal in HubSpot, ready to work.
Plans from $49 a month on annual billing.