How to Create HubSpot CRM Contacts from New Facebook Leads Using Pabbly Connect

Learn how to create HubSpot CRM contacts from new Facebook leads seamlessly using Pabbly Connect. Follow our step-by-step tutorial for effective integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create HubSpot CRM contacts from new Facebook leads, we will use Pabbly Connect. Start by accessing Pabbly Connect through your web browser. You can sign up for free or log in if you already have an account. This platform allows you to automate workflows between different applications, including Facebook Lead Ads and HubSpot CRM.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow to reflect its purpose, such as ‘Create HubSpot CRM Contacts from New Facebook Leads.’ Select an appropriate folder for organization and then click on the ‘Create’ button to proceed.

2. Configuring the Trigger Application: Facebook Lead Ads

Now, we will set up the trigger application in Pabbly Connect. The trigger application will be Facebook Lead Ads, which will initiate the workflow when a new lead is generated. Select Facebook Lead Ads as your trigger application and open the trigger event dropdown. Choose ‘New Lead Instant’ as the trigger event to capture new leads.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After connecting, select the specific Facebook page and lead generation form you want to use. Make sure the lead generation form is live, and then click on the ‘Save and Send Test Request’ button to test the connection. This will allow Pabbly Connect to receive lead data whenever a new lead is generated.

3. Creating HubSpot CRM Contact from Facebook Leads

With the trigger configured, the next step is to set up the action application in Pabbly Connect. The action application will be HubSpot CRM. Select HubSpot CRM as the action application and choose ‘Create Contact’ as the action event. This step will create a new contact in HubSpot CRM using the lead details received from Facebook.

Connect your HubSpot CRM account to Pabbly Connect, ensuring the necessary permissions are granted. Once connected, you will see fields to map the lead information. This is where you will input the details like first name, last name, email address, phone number, and city from the Facebook lead.

• Map the first name from the Facebook lead data.
• Map the last name, email, phone number, and city accordingly.
• Click on ‘Save and Send Test’ to create the contact in HubSpot CRM.

After saving, check HubSpot CRM to confirm that the contact has been created successfully with the details from the Facebook lead.

4. Testing the Integration in Real-Time

To ensure everything is functioning correctly, it’s essential to test the integration set up in Pabbly Connect. You can do this by creating a new lead in your Facebook lead generation form. Once you submit a new lead, Pabbly Connect should automatically create a corresponding contact in HubSpot CRM.

To test, fill out the lead form with dummy data, including first name, last name, email, phone number, and city. After submitting the form, return to Pabbly Connect to check if the new lead was captured and if the contact was created in HubSpot CRM.

Refresh your HubSpot CRM contacts page to see if the new contact appears. This real-time testing ensures that the workflow is functioning as intended and that every new Facebook lead results in a new HubSpot CRM contact.

5. Finalizing and Summarizing the Setup Process

After successful testing, you can finalize your workflow in Pabbly Connect. Ensure that all settings are configured correctly and that the connection between Facebook Lead Ads and HubSpot CRM is stable. You can now automate the process of creating contacts without manual intervention.

In summary, the integration process involves setting up a trigger for Facebook Lead Ads, configuring the action for HubSpot CRM, and testing the workflow. With Pabbly Connect, you can streamline your lead management process efficiently.

By following these steps, you can ensure that every new Facebook lead is automatically converted into a contact in HubSpot CRM, enhancing your lead management capabilities.

Conclusion

In conclusion, using Pabbly Connect to create HubSpot CRM contacts from new Facebook leads automates your workflow efficiently. This integration saves time and enhances lead management by ensuring that no lead is missed.