How to Automatically Add Facebook Leads to HubSpot CRM Using Pabbly Connect

Learn how to automatically add Facebook leads to HubSpot CRM using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process now! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add Facebook leads to HubSpot CRM, you first need to access Pabbly Connect. Start by opening a new browser tab and navigating to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are new, click on the ‘Sign up for free’ button to get started with 100 tasks free every month. If you are an existing user like me, simply click on ‘Sign In’ to access your account.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to your dashboard. Here, click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to choose between the new workflow builder or the classic one.

• Select ‘Classic’ for a familiar interface.
• Name your workflow as ‘Automatically Add Facebook Leads to HubSpot CRM’.
• Choose a folder to save your workflow.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action opens the workflow window where you can set your trigger and action for the automation process.

3. Setting Up the Trigger with Facebook Lead Ads

In the workflow window of Pabbly Connect, the first step is to set up the trigger. Search for and select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’.

You will now be given the option to add a new connection or select an existing one. If you haven’t connected your Facebook Lead Ads account yet, click on ‘Add a New Connection’. You will need to select your Facebook account and click ‘Continue’. After successfully connecting, choose the Facebook page and lead form you want to use.

4. Creating a HubSpot Contact from Facebook Leads

After setting up the trigger, the next step in Pabbly Connect is to define the action that will occur when a new lead is captured. Select ‘HubSpot CRM’ as the action application. For the action event, choose ‘Create a Contact’ and click on ‘Connect’.

• Add a new connection to HubSpot CRM.
• Choose your HubSpot account.
• Map the lead details from Facebook to the HubSpot fields.

Mapping allows you to dynamically insert data from the previous step. After mapping the necessary fields such as company name, email address, first name, last name, and phone number, click on ‘Save and Send Test Request’. This action will create a new contact in your HubSpot CRM.

5. Testing the Automation Workflow

To ensure that your automation works correctly, it’s essential to test the workflow you created in Pabbly Connect. Start by submitting a test lead through the Facebook Lead Ads testing tool. Make sure to delete any previous test submissions to avoid conflicts.

After submitting a new lead, return to your HubSpot CRM and refresh the contacts list. You should see the new contact created automatically with the details from the Facebook lead. This confirms that your automation is working effectively, capturing leads from Facebook and adding them to HubSpot CRM seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Facebook leads to HubSpot CRM. By following these steps, you can streamline your lead management process and ensure new leads are captured efficiently. Start using Pabbly Connect today to enhance your business automation!