Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To instantly transfer Facebook leads to HubSpot without coding, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabbly.com. Once there, you can sign in if you are an existing user or sign up for free if you are new.

After logging in, navigate to the Pabbly Connect dashboard. This is where you can create workflows that connect different applications. For this integration, you will be setting up a workflow to transfer leads from Facebook to HubSpot seamlessly.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the option to create a new workflow. Name it “Instantly Transfer Facebook Leads to HubSpot Without Coding” and select the appropriate folder for organization.

  • Choose a descriptive name for your workflow.
  • Select the folder where you want to save your workflow.
  • Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will be prompted to choose a trigger application. In this case, select Facebook Lead Ads as your trigger. This is essential for initiating the workflow whenever a new lead is generated.

3. Setting Up Facebook Lead Ads as a Trigger

Now that you have selected Facebook Lead Ads as your trigger, you need to configure it. Choose the trigger event as “New Lead Instant” and click on the connect button. If this is your first time, you will need to create a new connection with Facebook.

Log into your Facebook account to authorize Pabbly Connect. Once connected, select your Facebook page and the lead form you wish to use. This will ensure that whenever a new lead is captured, it will trigger the workflow to send data to HubSpot.

  • Select the correct Facebook page you are using for ads.
  • Choose the lead form associated with your ads.
  • Test the connection to ensure it is working properly.

After setting up the trigger, you will need to test it by submitting a lead through your Facebook lead form. This step is crucial to confirm that data is being captured correctly.

4. Adding HubSpot as an Action Step

With the Facebook lead trigger set up, the next step is to add HubSpot as an action application in your workflow. Click on “Add New Action Step” and select HubSpot from the list of applications.

For the action event, choose “Create a Contact”. If you have an existing connection with HubSpot, you can use that. Otherwise, you will need to authorize Pabbly Connect to access your HubSpot account.

  • Select the action event as “Create a Contact” in HubSpot.
  • Authorize the connection to allow Pabbly Connect to access your HubSpot account.
  • Map the fields from the Facebook lead to the HubSpot contact fields.

Ensure that you accurately map the relevant fields such as name, email, and phone number. This mapping is essential for maintaining data integrity in HubSpot.

5. Testing the Integration

After setting up the action step to create a contact in HubSpot, it’s time to test the entire integration. Submit a new lead through your Facebook lead form again and monitor the response in Pabbly Connect.

Check if the lead details appear correctly in HubSpot. If everything is configured correctly, you should see the new contact created in your HubSpot CRM. This confirms that your integration is working seamlessly through Pabbly Connect.

  • Submit a test lead through your Facebook lead form.
  • Monitor the workflow in Pabbly Connect to see the response.
  • Verify the new contact in your HubSpot CRM.

If you encounter any issues, review the mapping and connections to ensure everything is set up correctly. Once confirmed, your automation is ready to go!

Conclusion

In this tutorial, we explored how to instantly transfer Facebook leads to HubSpot without coding using Pabbly Connect. By following the step-by-step process, you can automate lead management and enhance your CRM efficiency. This integration not only saves time but also ensures you never miss a lead.