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Save Facebook Leads to HubSpot CRM Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with HubSpot CRM, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com. Once on the landing page, you can either sign up for a free account or log in if you are an existing user.

After logging in, navigate to the dashboard where you will see the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Facebook leads to HubSpot CRM using Pabbly Connect. Start by naming your workflow, for example, “Connect Facebook Leads with HubSpot CRM”.

Name your workflow clearly to identify its purpose.
Select Facebook Leads as your trigger application.
Choose HubSpot CRM as your action application.

Once you have set up the workflow, click on ‘Save and Send Test Request’ to ensure that your workflow is functioning correctly. This will help you verify that the connection between Facebook and HubSpot is established through Pabbly Connect.

3. Connecting Facebook Leads to Pabbly Connect

To connect Facebook Leads to Pabbly Connect, you will need to authorize your Facebook account. Click on the ‘Connect’ button and select ‘Connect with Facebook Leads’. This step will allow Pabbly to access your Facebook leads.

After successful authorization, choose the specific Facebook page and lead form you want to connect. This will ensure that every new lead generated from this form is captured by Pabbly Connect.

4. Adding Leads to HubSpot CRM

Now that your Facebook leads are connected to Pabbly Connect, the next step is to add these leads to HubSpot CRM. Click on the ‘Add New Connection’ option and select ‘Connect with HubSpot CRM’.

After connecting, you will need to map the fields from your Facebook leads to HubSpot CRM. This ensures that the data flows correctly from Facebook to HubSpot. Use the mapping feature in Pabbly Connect to select the corresponding fields.

Map the email field from Facebook to HubSpot.
Ensure first name and contact number are also mapped correctly.
Review all mapped fields before saving.

Once you have completed the mapping, click on ‘Save and Send Test Request’ to verify that the lead is added to HubSpot CRM successfully.

5. Verifying Leads in HubSpot CRM

After you have set up everything, it’s time to verify that the leads are being added to HubSpot CRM through Pabbly Connect. Go to your HubSpot CRM account and refresh the contacts page.

You should see the new leads appear with all the details you captured from your Facebook lead form. This confirms that the integration is working as intended, and the data is flowing seamlessly between Facebook and HubSpot CRM.

This efficient integration allows you to manage your leads effectively, ensuring that no potential customer is missed. You can now track and follow up with leads directly from HubSpot CRM, enhancing your business operations.

Conclusion

In this tutorial, we explored how to integrate Facebook leads with HubSpot CRM using Pabbly Connect. This integration streamlines your lead management process, making it easier to track and convert leads into customers.