LeadMagnetGeniusAfter delivering the magnet, you want to track and follow up. Some CRMs can automate parts of this:
HubSpot CRM / Sales Hub: We mentioned HubSpot – beyond marketing emails, their CRM lets you see lead magnet downloads as part of contact timeline (if using their forms) and then you can set tasks to follow up (manually or via sequences if you have Sales Hub). For example, after someone downloads an eBook, a sales rep might call them a week later – HubSpot could remind the rep or even automate an email from the rep. This is more relevant for B2B or high-touch sales.
Zapier (integration tool): Not a CRM, but worth mention. Zapier can connect all your various tools to ensure no lead falls through cracks. E.g., if you use Mailchimp for magnet email and a separate CRM like Pipedrive for sales, Zapier can create a new deal or task in Pipedrive whenever Mailchimp gets a new subscriber with tag “lead magnet X”. It’s like glue that sends lead data where you need it. It also can handle little automations like updating a Google Sheet of leads, sending you a Slack alert for each new signup, etc.
CRM with Drip Email – e.g., Drip: Some CRMs geared for e-commerce, like Drip, blend email marketing and CRM. Drip can trigger personalized email campaigns based on lead behavior (good for nurturing beyond the first magnet delivery). It’s similar to ActiveCampaign in the marketing automation sense.
The main idea: you want tools to help you respond promptly and personally if needed. For instance, Neil Patel once commented that using both delayed popups and exit popups can maximize capture, and then he or team likely uses CRM to follow up with those leads, possibly with an automated yet seemingly personal note.