LeadCatch setup guide
Everything you need to install LeadCatch, connect your HubSpot account, and start turning inbound lead emails into clean contacts. The whole setup takes a few minutes, and no technical work is required.
What LeadCatch does
Boat and car dealers get leads by email from a dozen listing platforms — CarGurus, Boat Trader, AutoTrader, Cars.com, Facebook Marketplace, dealer-site forms — each in its own format. LeadCatch connects to your HubSpot Conversations inbox and, the moment one of those emails arrives, it:
- Reads the email and pulls out the lead's name, email, phone, and the listing they asked about.
- Creates or updates a contact in HubSpot, deduplicated against people you already have.
- Tags the lead source so you always know which platform the inquiry came from.
- Attaches a note with the full inquiry, building a complete history on the contact.
It runs automatically in the background and works in any HubSpot tier — no custom objects, no extra setup inside HubSpot.
Install the app
Start the install from the button below (or from the LeadCatch listing in the HubSpot Marketplace). It takes you straight to HubSpot to choose an account.
Install LeadCatch →- 01 Click Install LeadCatch above (or Install app on the Marketplace listing).
- 02 You will be taken to HubSpot to choose which account to connect.
- 03 Sign in to HubSpot if you are not already, and pick the account you want LeadCatch to work with.
Connect your HubSpot account
After choosing your account, HubSpot shows you exactly what LeadCatch is allowed to do. Review the requested permissions and click Connect app to authorize. LeadCatch requests:
Contacts
Find, create, and update contacts, and attach an inquiry note to each one.
Contact properties
Add the LeadCatch "Lead source" properties on install.
Owners
Read your team members so leads can be assigned to an owner.
Conversations
Read new messages in your inbox and post a confirmation reply.
Once you approve, you are returned to LeadCatch and the connection is live. That is the whole connection step — LeadCatch handles the rest automatically.
Configure the app
LeadCatch ships ready to use with sensible defaults — there is nothing you have to configure for it to start working. To confirm it is watching the right inbox:
- 01 In HubSpot, make sure the inbox where your lead emails arrive is set up under Inbox > Conversations.
- 02 Confirm LeadCatch appears under Settings > Integrations > Connected Apps after install.
- 03 Send yourself a test lead email (or wait for the next real one) to confirm a contact and note are created.
Use the app
LeadCatch works automatically — there are no manual actions required. Once connected, every new lead email in your inbox is processed within moments of arriving:
- 01
A lead email arrives in your connected HubSpot inbox from any listing platform.
- 02
LeadCatch reads the message and pulls out the name, email, phone, and the unit they asked about.
- 03
It checks for an existing contact and either updates that person or creates a new one — no duplicates.
- 04
The contact is tagged with the lead source and assigned an owner, and a note with the full inquiry is attached.
Notifications and marketing emails that are not real leads are ignored, so your CRM stays clean. You can find every captured lead by looking at your HubSpot contacts — filter by the Lead source property to see where each one came from, and open any contact to read the attached inquiry notes.
Shared data & permissions
This is exactly what flows between LeadCatch and HubSpot, matching the permissions you approve on install.
| HubSpot data | Direction | How LeadCatch uses it |
|---|---|---|
| Contacts | Bi-directional | LeadCatch reads your contacts to match an incoming email to an existing person, and creates or updates a contact — plus an inquiry note on it — when a new lead arrives. |
| Contact properties | Write | On install, LeadCatch adds a small set of "Lead source" properties to your contacts so each lead is attributed to the platform it came from. |
| Owners | Read | LeadCatch reads your HubSpot owners so a captured lead can be assigned to the right salesperson. |
| Conversations | Bi-directional | LeadCatch reads new messages in your connected inbox to turn them into contacts, and can post a short confirmation reply to the thread once a contact is created or updated. It never deletes messages. |
Disconnect the app
You can stop LeadCatch from processing your inbox at any time:
- 01 In HubSpot, go to Settings > Integrations > Connected Apps.
- 02 Find LeadCatch in the list of connected apps.
- 03 Click Actions > Uninstall (or Disconnect) and confirm.
What happens to your data
When you disconnect, LeadCatch immediately stops reading your inbox and stops creating or updating contacts. All contacts, notes, and properties LeadCatch already created stay in your HubSpot account — nothing is deleted. New lead emails will no longer be captured until you reconnect.
Uninstall the app
Uninstalling fully removes LeadCatch's access to your HubSpot account. Follow the steps in HubSpot's guide on connecting and uninstalling apps.
What happens to your data
On uninstall, LeadCatch's access tokens for your portal are revoked and deleted, and it stops processing your inbox. The contacts, notes, and Lead source properties LeadCatch added remain in your HubSpot account — you keep all the leads already captured. If you reinstall later, LeadCatch starts fresh from new emails only.
Need help?
Questions about installing, configuring, or using LeadCatch? Get in touch and we will help you get set up.