Lead acquisition

Capture leads where customers find you. Funnel them where your team works.

Embeddable enquiry forms, Zapier integrations and a pipeline that auto-progresses — so no lead falls through.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment

WITHOUT vs WITH

Leads in five tools, or one pipeline.

Without installHUB

Leads in inbox, on Contact Form 7, in a spreadsheet

Same lead enquires twice — two disconnected records

“Did anyone reply to that enquiry?”

Marketing tool ≠ ops tool, data drifts apart

With installHUB

Every lead lands in one pipeline

Duplicate detection by phone + email

Auto-progress and ownership keeps every lead moving

One record per lead, owned by the right team

ENQUIRY FORMS

Drop the form anywhere. Watch the leads land here.

Build an enquiry form in the installHUB form designer and embed it on your website, your landing pages, or any third-party site. The form looks like part of your brand and submits straight into your lead pipeline.

Embeddable on any site (WordPress, Squarespace, Webflow, custom)

Branded to your colours and fonts (Pro plan)

Multiple form links per business (Pro plan)

Pre-built templates for EV, solar, battery and heat pump enquiries

Visual slot
Replace this container with your
custom HTML, SVG animation or image.

Visual slot
Replace this container with your
custom HTML, SVG animation or image.

CONDITIONAL BRANCHING

Show only the questions that matter.

Conditional logic means an EV charger enquiry only asks EV-relevant questions; a solar enquiry only asks solar ones. Customers see fewer fields, complete more forms, and your team gets richer data on the leads that come in. Build the branching visually — no code, no embedded JavaScript on your site.

Visual branching rules (no code)

Show or hide fields based on prior answers

Multi-page forms for longer flows

Required fields only when relevant

LEAD MANAGEMENT

A pipeline that moves itself.

Leads come in as “New”, move into “Pre-installation review” once they’re picked up by the team, flow through the survey + quote stages as work progresses, and land at “Completed” when the install is done. Each step is part of the same job record — no handoff between “lead tool” and “job tool” because there isn’t one.

18-stage pipeline from New → Pre-installation review → Quote → Installation → Completed

Auto-progression as work happens

Terminal states for leads that don’t convert: Archived · On hold · Lost

Lead source tracking back to the form or Zapier source

Visual slot
Replace this container with your
custom HTML, SVG animation or image.

Visual slot
Replace this container with your
custom HTML, SVG animation or image.

MULTI-CHANNEL LINKS

One business, many lead sources. Know which is working.

Run a form on your homepage AND a different one on your Google Ads landing page AND a partner-only one for your reseller channel. installHUB gives you a unique form link per source, and every lead arrives tagged with the channel it came from.

Unlimited form links per business

Per-link branding (white-label, Pro plan)

Per-link routing — different leads to different owners (Pro plan)

Source attribution on every lead

ZAPIER

Already running leads through Facebook, TypeForm or Squarespace? Wire it up in five minutes.

Use the Zapier trigger to push leads from any form, ad platform or partner tool straight into your installHUB pipeline. No engineering required. The opposite direction works too — push installHUB lead events out to your marketing automation so you can build smarter customer journeys.

Trigger from 5,000+ Zapier apps (Pro plan)

Pre-configured templates for Facebook Lead Ads, TypeForm, Squarespace, Webflow

Round-trip events for downstream marketing automation

Field mapping with sensible defaults

Visual slot
Replace this container with your
custom HTML, SVG animation or image.

MORE LEAD-CAPTURE POWER

Everything else your lead intake needs.

Pre-survey forms

Send the customer a form before the engineer visits so the site survey starts with real data.

Address lookup

Type a postcode; address auto-fills — clean lead data from the start.

Mobile-optimised

Customers fill enquiries easily on any device, default behaviour on every form.

White-label branding

Your colours, your fonts, your business name across every form (Pro plan).

EXPLORE RELATED

Where lead acquisition fits in the rest of installHUB.

CRM

Leads become customer records the moment they convert.

One contact record per customer

Sites linked to each customer

Notes on jobs and customers

Search across everything

Job lifecycle

Every converted lead becomes a tracked job.

Quote to invoice in one record

Status history

Customer portal view

Audit trail end-to-end

Scheduling

Customers can self-book their next step.

Drag-and-drop calendar

Per-engineer availability

Customer-facing slots

Notify customer automatically

Documents

Lead data flows into every certificate.

Auto-generated certs

Branded templates

Audit trail

On-demand re-generate

★★★★★

“installHUB was the perfect solution! With a simple platform and app, you could work through the process, collating the required information as you go, literally saving hours of admin time before and after the install. In addition, the support offered by the staff is unrivalled. Fast to respond to any queries, to maximise the user experience.”

David McTurk

Director, DWM Electrical LTD

GET STARTED

Ready to manage your jobs end to end?

Join hundreds of installation businesses running their full workflow on installHUB.

✓ No credit card required

✓ 1 month free trial

✓ Cancel anytime

Company

©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975