LeadMatch setup guide
From zero to live routing in about 10 minutes. You need a HubSpot account with access to your deals.
1. Create an account
Sign up with your email and company name.
2. Connect HubSpot
Click Connect HubSpot and approve the permissions. LeadMatch requests read access to deals, contacts and companies, plus write access for the features you choose (recommendation notes on deals; ownership transfer when you assign).
3. Run the analysis (onboarding)
- Pipelines — check the pipelines to analyse and pick the Won/Lost stage in each.
- Reps — check the sales reps to include (uncheck all = every rep).
- Fields — confirm the predictive attributes (e.g. industry, geo, size) and optionally set a training filter (e.g. Qualified = Yes).
- Metric — choose Conversion × avg deal (recommended) or Conversion only, optionally set weekly load limits, and press Run.
The analysis finishes in the background (typically 1–3 minutes). Every setting can be changed later on the Settings page without re-doing the wizard.
4. Enable live routing
On the results page choose the routing trigger — e.g. when Qualified becomes Yes — and enable it. From that moment every qualified deal gets a lead card with a top-3 rep recommendation (full ranking + the math behind it on the lead page).
5. Optional: HubSpot notes & Book-a-call
In Settings you can post the recommendation as a note to the deal timeline and add personal booking links per rep («Book a call» buttons in the note).
Troubleshooting
No leads appearing? Check that routing is enabled, the deal’s pipeline is analysed, and the trigger condition is met. Contact: [TODO email].