Automations for accountants
Lead capture to CRM for accountants
Here is what the lead capture flow does for accounting firms. Every lead from every source lands in one place, tagged and ready to follow up. It's built for one familiar headache: clients send receipts and bank statements late, in every format.
Where accounting firms lose time today
Clients send receipts and bank statements late, in every format. It sounds small, but for accounting firms it repeats every week. The lead capture flow takes it over.
What it looks like in practice
Take a three-person bookkeeping practice as an example. Leads used to arrive from three places and get copied by hand. Now each one lands in HubSpot within a minute with its source tagged, and duplicates are merged.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- Lead sources are connected: forms, ads, email and portals.
- Each lead is cleaned up and de-duplicated.
- It's added to HubSpot with source and tags.
- The right person is notified.
- A weekly digest shows leads by source.
Tools it connects to
You keep working in Outlook and HubSpot. The lead capture flow sits alongside, built with n8n, Google Sheets and Gmail.
Questions from accounting firms
Does the lead capture flow work with Outlook?
It depends on your Outlook plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the lead capture flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The lead capture flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built