12.05.2022
91

Facebook and HubSpot Integration: Automatic Deals Creation

Sergej Ostrovskij
Author at ApiX-Drive
Reading time: ~10 min

HubSpot is a platform that offers a whole range of tools to improve sales efficiency, implement marketing mechanics, organize teamwork, and manage content. In this guide, we will show you how to combine Facebook Lead Ads and Hubspot CRM. The result of this integration is the automatic creation of deals in the CRM system based on leads received through the social network. After setting up the connection, you will not need to regularly check your Facebook ad account and manually transfer data to Hubspot.

Content:
1. How to setup Facebook and Hubspot integration
2. Connect Facebook Leads Ads
3. Connect Hubspot CRM
4. Turn on auto-update
5. The result of Facebook and Hubspot CRM integration

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The manager must move the lead along the sales funnel, keep statistics, and communicate with the buyer. In addition, it is necessary to carry out marketing campaigns, work with customer loyalty, and improve the quality of service. Today it is difficult to be competitive and solve these problems at the proper level without the use of specialized tools.

The Hubspot platform offers a set of software products for different workflows: marketing, sales support, content management, business communication, service maintenance, etc. With the help of an information dashboard, you can carry out analytics, evaluate employee productivity, and track the progress of the deals. Hubspot CRM features also include email tracking, email templates, contact collection forms, team communication tools, and more.

One of Hubspot CRM's main workspaces is the deal section. This is where the lead moves along the sales funnel. The deal usually contains contacts, product, organization, price and other important information on the order/appeal of the client. Work with the sales funnel can be carried out in Kanban mode, which allows you to visualize the progress of each deal. You can also display deals as a list, add tasks, use filters, track recent activities, etc.

The social network Facebook is actively used as an advertising platform. If you use Facebook Lead Ads for lead generation, then you are faced with the challenge of uploading new leads and transferring them to other systems, such as Hubspot CRM. To quickly process leads from Facebook, such routine work must be done regularly. However, there is a simple solution that will save you this task and ensure that Hubspot deals are automatically created based on new Facebook leads.

Facebook and Hubspot integration | The deal in Hubspot CRM


How to setup Facebook and Hubspot integration

To set up automatic transfer of data from one system to another, you need to create an integration between Facebook Ads and Hubspot CRM. Such communication can be provided using API technology. Of course, you can involve programmers in solving the problem. However, there is a simpler, faster and more budget option — the ApiX-Drive online connector. This service allows you to set up various integrations without special knowledge and skills.

How does the ApiX-Drive online connector work? The service works on the principle of "tracking changes in one system — implementing certain actions in another." Facebook connects to ApiX-Drive as a data source. The online connector will check the advertising account at a specified interval and upload new leads. Hubspot CRM connects as a receiver. Each new lead uploaded from Facebook Ads will be automatically entered into Hubspot CRM system as a deal. Below we will walk through the process of setting up such an integration step by step.

Connect Facebook Ads

Go to the personal account ApiX-Drive and create a new connection.

Facebook and Hubspot integration | Create a new connection


Select Facebook as the data source.

Facebook and Hubspot integration | Select Facebook


Define the action. For our task, this is “Get Leads (new)”.

Facebook and Hubspot integration | Define the action


We need to connect a Facebook account to the ApiX-Drive system.

Facebook and Hubspot integration | Connect a Facebook account


Get authorized on Facebook.

Facebook and Hubspot integration | Log in to FB


Let's go to advanced settings.

Facebook and Hubspot integration | Go to advanced settings


We mark advertising pages for which we can receive leads. If later you have new pages, you will need to return to this stage and reconnect your Facebook account with the new parameters.

Facebook and Hubspot integration | Mark advertising pages


In the next window, leave all the checkboxes enabled.

Facebook and Hubspot integration | Leave all the checkboxes enabled


We have added a Facebook account to the ApiX-Drive system.

Facebook and Hubspot integration | FB account linked to ApiX-Drive


Select a connection from the list of available ones.

Facebook and Hubspot integration | Select login


Now we define the advertising page with which we will work. By default, the system offers to automatically connect all current and new lead forms.

Facebook and Hubspot integration | Select ad page


We can also manually select individual lead forms.

Facebook and Hubspot integration | Select lead forms


In the next step, we can add conditions to filter the incoming data. This functionality is relevant when we do not need all the information from the source, but data with certain characteristics.

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Our task is to receive all new leads from Facebook without exception, so we skip the filtering stage.

Facebook and Hubspot integration | Skip the stage "Filter"


In the next step of setting up the source, we see an example of the data that will be uploaded from Facebook. If there is no data, then you need to wait for a real lead on FB or make it yourself. After that, click “Load test data from Facebook”.

Facebook and Hubspot integration | Load test data


After checking the data set at the “Test” stage, click “Next”.

Facebook and Hubspot integration | Click "Next"


The data source (Facebook) setup is complete. Now it's the receiver's turn.

Facebook and Hubspot integration | Facebook setup is complete


Connect Hubspot CRM

Select the Hubspot service as the receiver.

Facebook and Hubspot integration | Select Hubspot


The ApiX-Drive system offers a fairly wide list of possible actions on the side of Hubspot CRM. We are interested in the “Create Deal” option.

Facebook and Hubspot integration | Define action


Connect your Hubspot account to the ApiX-Drive service.

Facebook and Hubspot integration | Connect Hubspot account


We need to fill in the "API Key" field.

Facebook and Hubspot integration | Field to fill


Go to the personal account of Hubspot. We are interested in the section with account settings.

Facebook and Hubspot integration | Go to Hubspot CRM


In the “Integrations” section, look for the “API Key” item and go to this tab.

Facebook and Hubspot integration | Go to the API Key section


If you do not have an active API Key, then you need to generate one. When the key is created, click "Show".

Facebook and Hubspot integration | Click "Show"


Now copy the API Key.

Facebook and Hubspot integration | Copy the API Key


Return to the ApiX-Drive system, fill in the “API Key” field and save the connection.

Facebook and Hubspot integration | Fill in the “API Key” field


Select the connected Hubspot account.

Facebook and Hubspot integration | Select the connected Hubspot account


We see the Hubspot fields for creating new deals. Click in the required field and assign it a Facebook variable from the drop-down list.

Facebook and Hubspot integration | Variables from Facebook


We can also enter values ​​manually. When all the required fields for creating a deal in Hubspot CRM are filled in, click “Continue”.

Facebook and Hubspot integration | Enter values ​​manually


We see an example of the data that will be sent to Hubspot CRM to create new deals. If something does not suit you, you can click “Edit”, go back a step and make the necessary corrections.

Facebook and Hubspot integration | Test data


After checking the test data, click “Send test data to Hubspot”.

Facebook and Hubspot integration | Send test data to Hubspot


Go to Hubspot CRM and check for a new deal.

Facebook and Hubspot integration | New deal in Hubspot


Return to the ApiX-Drive system, click “Next”.

Facebook and Hubspot integration | Click "Next"


Turn on auto-update

The final step in setting up Facebook and Hubspot CRM integration is enabling auto-update. Press the corresponding button.

Facebook and Hubspot integration | Turn on auto-update


Our integration is activated, the process of automatically transferring new Facebook leads as Hubspot deals is running. We can adjust the communication interval.

Facebook and Hubspot integration | Adjust the communication interval


The result of Facebook and Hubspot CRM integration

We reviewed the situation where Facebook advertising tools are used for lead generation, and the Hubspot CRM platform is used to process leads and move a client through the sales funnel. The integration of Facebook and Hubspot CRM made it possible to fully automate the transfer of new leads from the social network's advertising account to the workspace of the CRM system.

The connection between Facebook and Hubspot CRM was set up using the ApiX-Drive online connector. In just a few minutes, we created an automated workflow. Now you do not need to regularly check the list of new leads, upload data and transfer it to the CRM system. New requests and orders through Facebook will quickly get to Hubspot. Integration helps to increase the speed of lead processing. In addition, the probability of missing a new order is minimized.