Integrate Facebook Lead Ads with HubSpot CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with HubSpot CRM using Pabbly Connect for automated lead generation. Follow our step-by-step guide! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To integrate Facebook Lead Ads with HubSpot CRM, you first need to access Pabbly Connect. This integration tool allows you to easily automate workflows without any coding required. Start by signing up for a free account, which gives you access to automation tasks monthly.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow appropriately. After naming, click on the ‘Create’ button to open the workflow page where you will define your trigger and action.

2. Defining the Trigger Event in Pabbly Connect

The next step involves defining the trigger event in Pabbly Connect. Click on the trigger application option and select ‘Facebook Lead Ads’ as your trigger application. The trigger event to choose here is ‘New Lead’.

• Select ‘Add New Connection’ to connect to your Facebook account.
• Choose the Facebook page where your lead ads are running.
• Select the lead ad form you will be using for lead generation.

After setting up the trigger, you can use the Facebook Lead Ads testing tool to generate a dummy lead. This will provide the necessary data for the next steps in the automation process.

3. Setting Up the Action Event in HubSpot CRM

Once the trigger is established, the next step is to set up the action event in Pabbly Connect. Search for ‘HubSpot CRM’ as the action application and select ‘Create a Contact’ as the action event. This step is crucial as it defines what happens when a new lead is generated.

Click the ‘Connect’ button and choose ‘Add New Connection’ to link your HubSpot account. After successful authorization, you will need to map the data fields from the trigger step to the corresponding fields in HubSpot, such as first name, last name, and email address.

• Map the first name and last name from the Facebook lead data.
• Fill in the email address and any other relevant details.
• Set the lead status to active or inactive based on your preference.

After mapping all necessary fields, you can test the connection by clicking on the ‘Save and Send Test Request’ button. This will create a new contact in HubSpot based on the dummy lead information provided earlier.

4. Testing and Verifying the Integration

To ensure the integration works as intended, you need to test the setup in Pabbly Connect. After clicking the ‘Save and Send Test Request’ button, check your HubSpot account for the new contact created from the dummy lead data.

Refresh the contacts page in HubSpot to see if the new lead appears. You should see the contact with the name and email address you provided in the test lead. This confirms that the automation is functioning correctly and that leads generated from Facebook will automatically be added to HubSpot.

5. Finalizing Your Automation Setup

After confirming that the integration works, you can finalize your automation setup in Pabbly Connect. This setup only needs to be done once, and it will continuously run in the background. Whenever a new lead is generated through Facebook, it will automatically be added to HubSpot CRM.

Make sure to save your workflow and consider cloning it for future use or adjustments. This way, you can easily manage multiple workflows that automate your lead generation process.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By using Pabbly Connect, you can streamline your lead generation from Facebook to HubSpot, enhancing your CRM capabilities without any coding skills required. This integration will help you focus more on converting leads rather than managing them manually.