Automate HubSpot CRM Deals with Facebook Lead Ads Using Pabbly Connect

Learn how to automate creating deals in HubSpot CRM for Facebook Lead Ads leads using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate creating deals in HubSpot CRM for Facebook Lead Ads leads, the first step is to access Pabbly Connect. Open your browser and go to Pabbly.com/connect.

Once on the homepage of Pabbly Connect, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account and get 300 tasks each month. Existing users can click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will land on your dashboard. To create a workflow, click on the ‘Create Workflow’ button located in the top right corner. Here, you will be prompted to select the workflow builder. using Pabbly Connect

• Choose between the new beta version and the classic version.
• For this tutorial, select the new beta version for a modern experience.
• Name your workflow, for example, ‘Create Deals in HubSpot CRM Automatically for Facebook Lead Ads Leads’.

Once you have named your workflow, choose a folder to save it in. You can select an existing folder or create a new one. After that, click the ‘Create’ button to finalize your workflow creation.

3. Setting Up the Trigger with Facebook Lead Ads

Now that your workflow is created, it’s time to set up the trigger. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as your trigger application. Choose the event as ‘New Lead Instant’. using Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Connect’. If you are not logged in, you will need to enter your Facebook account details. Once logged in, select your Facebook page from the dropdown and choose the lead generation form you want to use.

4. Generating Test Leads for Facebook Lead Ads

After setting up the trigger, you need to generate a test lead to verify the integration. Use the leads testing tool provided by Meta. Select your page and form, then click on ‘Preview Form’ to fill in dummy details.

• Enter a first name, last name, email, phone number, and company name for the test lead.
• Click on ‘Continue’ and then submit the form.

Once you submit the test lead, return to Pabbly Connect and check for a webhook response. If successful, you will see the lead details captured in your workflow.

5. Creating a Deal in HubSpot CRM Automatically

To set up the action that creates a deal in HubSpot CRM, select ‘HubSpot CRM’ as the action application and choose ‘Create Deal’ as the event. Click on ‘Continue’ and connect your HubSpot account. using Pabbly Connect

Map the fields for the deal name by combining static text with dynamic data from the lead. Enter details such as email, phone number, and other relevant information in the deal description. After filling in all required fields, click on ‘Save and Send Request’ to create the deal.

Once the deal is created, you can verify it by checking your HubSpot CRM account under the deals section. You should see the new deal with the lead’s details reflected accurately.

Conclusion

This tutorial has guided you through automating the process of creating deals in HubSpot CRM for Facebook Lead Ads leads using Pabbly Connect. With these steps, you can streamline your lead management effectively, ensuring no potential clients are missed.