Automatically Create New Leads in HubSpot CRM from Facebook Ads Using Pabbly Connect

Learn how to automatically create new leads in HubSpot CRM from Facebook Ads using Pabbly Connect. This detailed tutorial guides you step-by-step. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Integrate Facebook Ads and HubSpot CRM

To automatically create new leads in HubSpot CRM from Facebook Ads, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page at pabyt.com/connect. This platform will facilitate the integration without requiring any coding knowledge.

Once on the landing page, you will see options to sign in or sign up. If you’re a new user, click on the ‘Sign up for free’ button to get started with 100 free tasks monthly. Existing users should click on the ‘Sign in’ button to access their accounts. After signing in, you’ll be directed to your Pabbly Connect dashboard, ready to create your workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start building your automation. You will be prompted to choose between the new and classic workflow builder. For this tutorial, select the classic option for a familiar interface. using Pabbly Connect

• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will see the workflow window where you can set up triggers and actions. Triggers are events that start the workflow, while actions are the tasks performed as a response. For this integration, select Facebook Lead Ads as your trigger application.

3. Setting Up Facebook Lead Ads as the Trigger

To set up Facebook Lead Ads as your trigger, search for it in the trigger application search bar and select it. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’. You will need to connect your Facebook account to allow Pabbly Connect to access your leads. using Pabbly Connect

After clicking ‘Connect’, select the Facebook account you want to use and click ‘Continue’. Once connected, you will be prompted to choose the page and lead generation form for which you want to create this automation. Select your page and the specific lead form, then click ‘Save and Send Test Request’ to capture the lead data.

4. Creating a New Contact in HubSpot CRM

Once the Facebook Lead Ads trigger is set up, you will now configure the action to create a new contact in HubSpot CRM. Search for HubSpot CRM in the action application field and select it. For the action event, choose ‘Create a Contact’ and click on ‘Connect’ to link your HubSpot account.

After connecting, you will need to fill in the required details for the new contact. This is where Pabbly Connect allows you to map the data from the lead captured from Facebook. Map the fields such as first name, last name, email address, and phone number by selecting them from the previous step’s data.

• Map the email address from the lead data.
• Map the first name and last name.
• Map the phone number.

Once all required fields are mapped, click ‘Save and Send Test Request’ to create the contact in HubSpot CRM. You should receive a confirmation response indicating that the contact has been successfully created.

5. Finalizing Your Integration and Testing

After successfully creating the contact in HubSpot, you can now test the entire workflow. Go back to your HubSpot CRM and refresh the contacts page. You should see the new lead added with the details you submitted during the test.

This integration means that every time a new lead is generated through Facebook Lead Ads, Pabbly Connect will automatically create a corresponding contact in HubSpot CRM, streamlining your lead management process. You won’t need to manually intervene each time a new lead is captured.

Now you can enjoy the benefits of automation with Pabbly Connect, ensuring that your sales team can follow up on leads promptly and efficiently.

Conclusion

This tutorial demonstrated how to automatically create new leads in HubSpot CRM from Facebook Ads using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure timely follow-ups. Start using Pabbly Connect today for seamless integrations!