For each Facebook Campaign, I need to create a follow-up Workflow to assign the incoming lead to a specific project, a Lead Owner etc.
I got very excited when I saw that it might be possible to create a Workflow Template that I could reuse each time, unfortunately, I haven’t figured out how to associate that template to an Ad Campaign in the Marketing hub.
Any suggestions?
Hey @YoelBA-GDS, Happy Friday!
Thanks for reaching out! To create a reusable workflow for your Facebook ad campaigns in HubSpot, you can set up a workflow template that automates lead assignment and project association. While you can’t directly associate a workflow template with an ad campaign, you can trigger workflows based on lead actions.
Create your workflow template with the necessary steps, then set up triggers based on lead form submissions or ad interactions. Each time you launch a new campaign, ensure the workflow is activated for the new leads coming in.
Kindly,
Pam
Thanks for the confirmation. I kind of figured out that I copy the Trigger
created by the “Use Template” into a second Workflow Template that I had
already created (and cloned). Not elegant but better than rewriting the
Workflow for each Ad Series!
[image: HubSpot - Using Existing Template in Ad Creation.png]
