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Prioritize Paid Leads Based on Budget Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Facebook Lead Ads for Okay and Quickly Integration

To start capturing leads effectively, you need to set up Facebook Lead Ads. This process will enable you to gather information from potential clients interested in your services.

Once your Facebook Lead Ads are set up, leads will submit their details through the form. This includes their service type, budget, and business name, all of which will be crucial for your workflow.

2. Connecting Pab Connect for Seamless Integration

Next, you will connect Pab Connect to automate the process. This tool allows you to link your Facebook Lead Ads, Google Sheets, and HubSpot CRM without any coding skills.

Follow these steps to connect Pab Connect:

Log into your Pab Connect account.
Select the Quick Builder option.
Enter the prompt: “Connect Facebook Lead Ads, Google Sheets, and HubSpot CRM.”

By selecting the appropriate triggers and actions, you can create a workflow that captures leads automatically.

3. Configuring Google Sheets to Capture Leads

After setting up your integration, the next step is to configure Google Sheets. This is where all the submitted lead information will be recorded.

In your workflow, specify the action to add a new row in Google Sheets. You will need to map the fields from your Facebook Lead Ads to the corresponding columns in Google Sheets.

To do this, ensure you have the following columns set up in your Google Sheet:

Lead Name
Email
Phone Number
Service Type
Budget

Mapping these fields correctly ensures that every new lead is recorded accurately, allowing for better tracking and management.

4. Filtering Qualified Leads for HubSpot CRM

To ensure only the most promising leads are sent to HubSpot CRM, you will need to set up a filtering condition in your workflow. This allows you to prioritize leads based on their budget.

In your Pab Connect workflow, add a filter condition to check if the lead’s budget is greater than or equal to 100,000. This step is crucial for identifying high-priority leads.

To implement this filter, follow these steps:

Select the budget field as the filter condition.
Set the filter type to ‘greater than’ or ‘equal to’ 100,000.

This filtering mechanism ensures that only qualified leads are transferred to your HubSpot CRM, streamlining your follow-up process.

5. Creating Contacts in HubSpot CRM

Finally, the last step is to create contacts in HubSpot CRM for the qualified leads. This is where you will manage your follow-ups and interactions.

In your workflow, connect HubSpot CRM and map the required fields such as name, email, and budget. This action will automatically create a new contact whenever a lead meets your filtering criteria.

To complete this step, ensure you:

Map the email and name fields from the previous response.
Click on ‘Save and Send Test Request’ to finalize the setup.

This integration not only captures leads but also enhances your ability to manage and convert them effectively.

Conclusion

Integrating Okay with Quickly using Make is a powerful way to automate lead capturing and management. By following these steps, you can efficiently streamline your lead generation process and focus on converting high-quality leads.