Automate Follow-Up Tasks in HubSpot CRM from Facebook Lead Ads Using Pabbly Connect

Learn how to automate follow-up tasks in HubSpot CRM from Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate follow-up tasks in HubSpot CRM from Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account, which allows you to explore the platform with limited features.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where the magic happens, as Pabbly Connect will facilitate the integration between Facebook Lead Ads and HubSpot CRM, making it seamless for you to automate tasks.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this automation, name your workflow something like ‘Automate Follow-Up Task in HubSpot CRM from Facebook Lead Ads’ and select an appropriate folder.

• Click on the ‘Create’ button to initiate the workflow setup.
• The workflow window will open, allowing you to set up triggers and actions.

Here, you will set a trigger for when a new lead is generated from Facebook Lead Ads, which Pabbly Connect will monitor. This setup is crucial for ensuring that your sales team can follow up promptly.

3. Set Up Trigger with Facebook Lead Ads

Select Facebook Lead Ads as your trigger application within Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow every time a new lead is submitted through your Facebook Lead Ads form.

To connect your Facebook Lead Ads account, click on ‘Add a New Connection’. You will be prompted to log into your Facebook account and grant necessary permissions. After connecting, choose the Facebook page and lead form associated with your ads.

• Select your Facebook page, e.g., ‘Digital Dynamics’.
• Choose the lead form you wish to automate.

Once configured, click on ‘Save and Send Test Request’ to test the connection. This will allow Pabbly Connect to capture the lead information submitted through your Facebook form, setting the stage for the next steps in HubSpot CRM.

4. Create Follow-Up Task in HubSpot CRM

Next, you will set up the action to create a task in HubSpot CRM using Pabbly Connect. Select HubSpot CRM as your action application and choose the action event ‘Create a Task Engagement’. This action will create a new task in HubSpot whenever a new lead is captured from Facebook Lead Ads.

Connect your HubSpot account by selecting ‘Add a New Connection’. Once connected, you need to fill out the task details, including the task subject and body. For example, the subject could be ‘Follow Up with [Lead Name]’ and the body could include the lead’s contact information and their interest.

Map the lead’s first and last name into the task subject. Include details like email and phone number in the task body.

This mapping ensures that every new lead’s information is dynamically inserted into the task created in HubSpot CRM, allowing your sales team to efficiently follow up on leads.

5. Test the Integration and Finalize

After setting up the task details, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the task data to HubSpot CRM. Verify that the task appears in your HubSpot account by refreshing the page.

To ensure everything works correctly, conduct a test submission through the Facebook Lead Ads testing tool. Once the submission is made, check if a new task is created in HubSpot CRM with the correct details filled in.

If everything is set up correctly, you should see the task titled ‘Follow Up with [Lead Name]’ in HubSpot CRM. This confirms that Pabbly Connect is successfully automating your follow-up tasks, allowing your sales team to focus on closing deals instead of manual data entry.

Conclusion

Automating follow-up tasks in HubSpot CRM from Facebook Lead Ads using Pabbly Connect streamlines your lead management process. This integration ensures timely follow-ups, enhancing your sales efficiency. Start using Pabbly Connect today to optimize your workflows!