How to Create Tasks in HubSpot CRM from Facebook Lead Ads Using Pabbly Connect

Learn how to automate task creation in HubSpot CRM from Facebook Lead Ads using Pabbly Connect in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create tasks in HubSpot CRM from Facebook Lead Ads, you first need to access Pabbly Connect. Open your browser and go to pabby.com/connect. This platform is essential for automating your workflow between Facebook and HubSpot.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to receive 100 free tasks every month. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your Pabbly apps window. Here, select Pabbly Connect to create a workflow for integrating Facebook Lead Ads with HubSpot CRM. Click on the ‘Create Workflow’ button in the top right corner.

• Choose the beta version for a modern and flexible interface.
• Name your workflow, such as ‘Create Task in HubSpot CRM from Facebook Lead Ads’.
• Select the appropriate folder for organization.

Once your workflow is named and the folder is selected, click ‘Create’ to proceed. This action sets the foundation for your automation process.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow when a new lead is generated from Facebook Lead Ads. Click on the ‘Add Trigger’ button and select Facebook Lead Ads as the trigger application. using Pabbly Connect

Choose the event as ‘New Lead Instant’, then connect to your Facebook account. If your Facebook account is not already connected, select ‘Add a New Connection’. You will need to log in to your Facebook account to establish this connection.

• Select your Facebook page, e.g., ‘Prime Properties’.
• Choose the lead form you have created.

After selecting the page and form, click ‘Save and Send Test Request’ to ensure the trigger is set correctly. This step prepares Pabbly Connect to receive lead data.

4. Creating a Task in HubSpot CRM

Now that the trigger is set, the next step is to create a task in HubSpot CRM using the lead details captured from Facebook Lead Ads. Click on ‘Add Action’ and choose HubSpot CRM as the action application. using Pabbly Connect

Select ‘Create Task’ as the action event. Again, you will need to connect to your HubSpot account. If it’s not connected, select ‘Add a New Connection’ and log into your HubSpot account. Ensure you are logged in to simplify the connection process.

Set the task subject as ‘Follow Up with’ followed by the lead’s name. Map the lead details such as email, phone number, and address into the task body.

After filling in the required fields, click ‘Save and Send Test Request’ to create the task in HubSpot CRM. This confirms that your automation workflow is functioning properly.

5. Testing the Integration

To verify that everything is working correctly, you will need to test the integration by generating a test lead in your Facebook Lead Ads. Use the Leads Testing Tool by Meta to create a test lead.

Enter dummy details such as property type, first name, last name, email, and phone number, then submit the lead. After submitting, check your HubSpot CRM to see if the task has been created successfully.

Refresh your HubSpot CRM account, and you should see a new task with the details you provided in the lead. This confirms that Pabbly Connect has effectively integrated Facebook Lead Ads with HubSpot CRM.

Conclusion

In conclusion, using Pabbly Connect to create tasks in HubSpot CRM from Facebook Lead Ads streamlines your workflow and ensures no lead goes unattended. By following these steps, you can automate the task creation process efficiently.