For Marketing Teams

Capture Every Sample Request. Route It Straight Into Your CRM.

SampleHQ gives marketing teams embeddable sample request forms that capture leads, auto-create contacts and deals in Salesforce or HubSpot, and feed every request into a trackable fulfillment workflow.

Sample Requests Come In. Then They Disappear.

Most packaging companies have a “Request a Sample” button on their website. What happens after the click is usually an email to a shared inbox, a manual CRM entry if someone remembers, and no reliable way to track whether the sample was actually sent or whether it led to a deal. Marketing drives the traffic, but loses visibility the moment the form is submitted.

Requests fall into a black hole

A form submission triggers an email. Someone reads it, maybe forwards it, maybe creates an order. There is no system of record and no confirmation that anything happened.

CRM records are created manually or not at all

If a new prospect requests a sample, someone has to manually add the contact to Salesforce or HubSpot. When they don't, the lead never enters the pipeline.

Marketing can't measure what sampling generates

Without a connection between the request form, the CRM, and the actual sample fulfillment, marketing has no way to report on how many requests converted or what revenue they influenced.

How Marketing Teams Use SampleHQ

From Website Visitor to CRM Contact in One Submission

Each step keeps inbound sample requests connected to your CRM and your fulfillment team so nothing gets lost between the form and the follow-up.

Build your request form - Use the visual form builder to configure fields, sample categories, and branding. Preview the form live before publishing. No developer needed.
Embed on your website - Drop a single script tag onto any page. The form renders inline and captures submissions directly into SampleHQ. Works on any CMS.
Auto-create CRM records - When a new prospect submits a request, SampleHQ creates the contact and a deal in Salesforce or HubSpot automatically. No manual entry.
Route to fulfillment - The request flows into your fulfillment team's queue as a sample order with all the details they need.
Track through delivery - Marketing and sales can see the order move through processing, shipment, and delivery.
Measure what converts - Every request is tied to a CRM deal, so marketing can see which sample requests turned into pipeline and influenced revenue.
Sample Request Forms

A Form Builder Made for Sample Intake, Not Generic Leads

Most marketing teams use a generic contact form or a “request a quote” page for sample requests. SampleHQ gives you a purpose-built form where prospects browse your sample catalog, select what they want, and submit a complete request that flows directly into your fulfillment workflow.

Visual form builder with live preview - Configure recipient fields, sample categories, required fields, and form copy. See changes in real time before publishing.
Sample browsing built into the form - Prospects browse your sample library by category, see product images, and select specific items.
Customizable fields - Collect name, email, company, phone, shipping address, job title, and a message. Set which fields are required.
One embed, any page - A single script tag works on WordPress, Webflow, Squarespace, custom-built sites, or any CMS that supports HTML embeds.
CRM Automation

Every Request Creates a Contact and a Deal. Automatically.

The moment a sample request is submitted, SampleHQ checks your CRM. If the contact exists, it links the request. If not, it creates the contact and opens a new deal or opportunity — all without anyone touching the CRM.

Salesforce - New contacts and opportunities created on submission. Sample activity syncs to the account record so sales sees the full history.
HubSpot - New contacts and deals created on submission. Sample request data flows into HubSpot properties so marketing workflows and reporting stay intact.
Contact record with name, email, company, phone, and shipping address created automatically.
Deal or opportunity tied to the contact with sample request details attached.
Campaign Attribution

Know Which Channels Drive Sample Requests That Convert

When sample request forms support UTM parameters and every submission creates a CRM deal, marketing can finally connect campaign spend to sample-driven revenue.

Track which campaigns, channels, and pages generate the most sample requests.
See which requests convert into pipeline and closed revenue.
Report on sample-driven ROI alongside your other demand gen metrics.
Stop treating sampling as a cost center and start measuring it as a channel.
Cross-Team Visibility

Marketing Drives the Request. Now You Can See What Happens After.

Most marketing teams lose visibility after the form submission. SampleHQ keeps marketing connected to the full lifecycle — from request to fulfillment to deal outcome — so you can see whether the programs you run actually generate results.

Request status - See whether each inbound request was received, processed, shipped, or delivered.
Fulfillment alignment - Requests route directly to the fulfillment queue. No email forwarding. No lost requests.
Sales follow-up - Sales reps get notified when samples are delivered so they follow up at the right time.
Revenue attribution - When deals close, marketing can see which sample requests influenced the win.
AI Assistant

Ask Your AI How Your Sample Requests Are Performing

Instead of pulling a report or asking sales for an update, ask your AI assistant in plain language.

"How many sample requests came in this month?" - instant count.
"Which samples are requested most often?" - ranked list.
"Show me requests that turned into closed deals" - attribution on demand.
"What's the conversion rate from sample request to opportunity?" - calculated instantly.

Integrates with your stack

Salesforce
HubSpot
Shippo
Paddle
Google
FedEx
UPS
USPS
Measurable Results, Real ROI

What Marketing Teams Improve With SampleHQ

No more lost leads - Every sample request creates a CRM contact and deal automatically. Nothing falls through the cracks.
Faster time to pipeline - Requests go from form submission to CRM deal and fulfillment queue in seconds, not days.
Clearer campaign reporting - Connect sample request volume and conversion to the campaigns and channels that drove them.
Better sales alignment - Marketing and sales work from the same system. Requests, fulfillment status, and deal outcomes are visible to both.
Stronger business case for sampling - Tie sample requests to influenced revenue so sampling becomes a measurable channel.

Turn Sample Requests Into
Pipeline You Can Measure

Start a free 14-day trial or book a demo to see how SampleHQ helps marketing teams capture sample requests, auto-create CRM records, and measure how inbound sampling drives revenue.