Integrate Facebook Lead Ads with HubSpot CRM Using Pabbly Connect for Healthcare Clinics

Learn how to integrate Facebook Lead Ads with HubSpot CRM for healthcare clinics using Pabbly Connect. Step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Facebook Lead Ads with HubSpot CRM for healthcare clinics, first access Pabbly Connect. This platform enables seamless automation without requiring programming knowledge. Simply open your browser and navigate to the Pabbly Connect landing page.

Once on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started. For existing users, select ‘Sign in’ to access your account. After logging in, you will be directed to the dashboard where you can create workflows.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This action will prompt you to name your workflow and select a folder for organization. For this tutorial, name your workflow ‘Add Facebook Lead Ads Leads to HubSpot CRM for Healthcare Clinics’ and save it in the appropriate folder. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select your trigger application as ‘Facebook Lead Ads’.
• Choose the trigger event as ‘New Lead Instant’.

This setup will allow Pabbly Connect to initiate the workflow whenever a new lead is generated from Facebook Lead Ads. After selecting the trigger event, click on ‘Connect’ to establish a connection with your Facebook account.

3. Connect Facebook Lead Ads to Pabbly Connect

Upon clicking ‘Connect’, you will be asked to add a new connection or select an existing one. If this is your first time, choose ‘Add a New Connection’. Then, select your Facebook account and authorize the connection. Once connected, you will need to choose your Facebook page and the lead form you want to use. using Pabbly Connect

• Select your Facebook page, for example, ‘Pro Health Specialist’.
• Choose the lead form, such as ‘Healthcare Clinic Patient Lead Form’.

After selecting the page and form, click on ‘Save and Send Test Request’. This will prompt Pabbly Connect to wait for a webhook response, indicating that it is ready to capture lead data.

4. Perform Test Submission for Lead Capture

To capture the webhook response, you need to generate a test lead. Open a new tab and go to the Meta for Developers site. Navigate to ‘Resources’ and then ‘Developer Tools’. From there, access the ‘Lead Ads Testing Tool’ to create a dummy lead. using Pabbly Connect

Follow these steps to create a test lead:

Select your Facebook page and lead form. Fill out the form with dummy data, such as: First Name: Demo Last Name: User Email: [email protected]

After completing the form, click ‘Submit’. This submission will send the lead details to Pabbly Connect, allowing it to proceed with the next steps in the workflow.

5. Integrate HubSpot CRM Using Pabbly Connect

Now that Pabbly Connect has captured the lead details, the next step is to integrate with HubSpot CRM. In the workflow, select HubSpot as the action application. Choose ‘Create a Contact’ as the action event, then click ‘Connect’ to establish a connection with your HubSpot account. using Pabbly Connect

Authorize the connection and fill in the required details to create a new contact. Use the mapping feature in Pabbly Connect to dynamically insert information from the previous step:

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

After successfully creating the contact, you can verify the integration by checking your HubSpot CRM for the new lead entry. This process ensures that all leads from Facebook are captured and organized in HubSpot for further nurturing.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Facebook Lead Ads with HubSpot CRM for healthcare clinics. By automating this process, clinics can efficiently manage leads and enhance patient engagement, ultimately leading to improved care and increased appointments.