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Route leads from paid ads (Facebook/LinkedIn lead ads) into rep queue

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact14 stepsUpdated for HubSpot seat pricing
OutcomeA lead captured through a Facebook or LinkedIn native lead ad form reaches the right rep queue for the product or campaign it came from, instead of sitting in a generic ads bucket.
Workflow maplead-routing-026
Lead ad form submitted leads to Campaign maps to which product?. Campaign maps to which product? leads to Product A: Rotate to Product A reps; Product B: Rotate to Product B reps; unmapped: Rotate to General paid-ads pool + notify ops. Rotate to Product A reps leads to Set routed date, notify, create call task. Rotate to Product B reps leads to Set routed date, notify, create call task. Rotate to General paid-ads pool + notify ops leads to Set routed date, notify, create call task. Product A Product B unmapped Lead ad form submitted Campaign maps to which product? Rotate to Product A reps Rotate to Product B reps Rotate to General paid-ads pool + notify ops Set routed date, notify, create call task
Lead ad form submitted leads to Campaign maps to which product?. Campaign maps to which product? leads to Product A: Rotate to Product A reps; Product B: Rotate to Product B reps; unmapped: Rotate to General paid-ads pool + notify ops. Rotate to Product A reps leads to Set routed date, notify, create call task. Rotate to Product B reps leads to Set routed date, notify, create call task. Rotate to General paid-ads pool + notify ops leads to Set routed date, notify, create call task. Lead ad form submitted Campaign maps to which product? Product A Rotate to Product A reps Product B Rotate to Product B reps unmapped Rotate to General paid-ads pool + notify ops Set routed date, notify, create call task

When to use it, when not to

Use it

  • Use it when the Facebook Lead Ads and/or LinkedIn Lead Gen Forms integration is connected and mapped to HubSpot forms.
  • Use it when different ad campaigns represent different product lines or offers that should route to different specialist reps.
Read more on when to use itShow less

Skip it

  • Do not use it if all paid-ads leads go to the same generalist pool regardless of campaign; a plain rotation (lead-routing-002) is simpler.
  • Do not use it as your only lead-quality gate. Native lead ad forms pre-fill from the platform's own profile data with no validation, pair this with a data-quality check, see Known pitfalls.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 14 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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