How to Auto-Categorize Leads in HubSpot from Facebook Lead Ads

Learn how to automate lead categorization in HubSpot from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Lead Automation

Pabbly Connect is the central platform that automates the lead categorization process in HubSpot from Facebook Lead Ads. This integration saves time and eliminates manual data entry. using Pabbly Connect

By using Pabbly Connect, you can seamlessly transfer lead data from Facebook to HubSpot without any coding. This automation allows businesses to focus on nurturing leads rather than managing them manually.

2. Setting Up Pabbly Connect for Facebook Lead Ads

To get started, visit Pabbly Connect and sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

• Go to the Pabbly Connect dashboard.
• Click on ‘Create Workflow’ to set up a new automation.
• Select the ‘New Beta Builder’ for a modern workflow experience.

Once you have set up your workflow, name it according to your task, such as ‘Lead in HubSpot from Facebook Lead Ads.’ This naming helps in identifying the workflow later.

3. Configuring Facebook Lead Ads in Pabbly Connect

In this step, you will configure the trigger for your workflow. Select Facebook Lead Ads as your app and choose the event as ‘New Lead Instant.’ This will allow Pabbly Connect to capture leads as they come in. using Pabbly Connect

Next, connect your Facebook account by adding a new connection. After successful connection, select the page from which you want to capture leads and the lead generation form.

• Choose your Facebook page.
• Select the lead gen form to capture new leads.
• Enable the simple response toggle to receive immediate feedback.

After configuring these settings, save and send a test request to ensure that the connection works correctly.

4. Mapping Data to HubSpot Using Pabbly Connect

Now that your trigger is set up, it’s time to add an action step to map the captured lead data to HubSpot. Search for HubSpot and select the action event as ‘Create Contact.’ This will allow you to create a new contact whenever a new lead is captured. using Pabbly Connect

Connect your HubSpot account by adding a new connection. After granting access, map the fields from the Facebook lead to the corresponding fields in HubSpot, such as email address, first name, last name, phone number, and city.

Map the email address from the Facebook lead to HubSpot. Link the first name and last name accordingly. Ensure the phone number and city are correctly mapped.

Once all fields are mapped, save and send a test request to confirm that the data is correctly entered into HubSpot.

5. Testing and Activating Your Workflow

After successfully mapping the data, it’s crucial to test the entire workflow to ensure everything functions as intended. Fill out the Facebook lead ad form to generate a new lead.

Once the form is submitted, check HubSpot to see if the lead information appears correctly. You should see the name, email address, phone number, and city captured from the lead ad.

After verifying that the data is correctly transferred, activate your workflow in Pabbly Connect. This will ensure that every new lead from Facebook is automatically categorized in HubSpot without any manual effort.

Conclusion

In conclusion, using Pabbly Connect to auto-categorize leads in HubSpot from Facebook Lead Ads streamlines your lead management process. This automation not only saves time but also minimizes the risk of human error, allowing you to focus on other important business tasks.