Use automation with HubSpot's ads tool

After setting up your Facebook, Google, or LinkedIn ad campaign in HubSpot's ads tool, you can select what happens after the ad is published.

From an ad's Automation tab, use simple automation features. For example, you can automatically add contacts who have interacted with your ads to a new list or ads audience. You can also use ad interactions as a trigger in simple workflows. 

To set up your ad's automation: 

• In your HubSpot account, navigate to Marketing > Ads.
• You can use automation with new and existing ad campaigns:
  • To use automation with an existing ad campaign:
    • Click the name of an existing ad campaign. Then, click the ad group.
    • At the ad level, hover over the ad and click Edit.
  • To use automation with a new ad campaign, create a Facebook, Google, or LinkedIn ad campaign.
• In the editor, click the Automation tab. 

Choose what happens after a contact interacts with an ad

From the Automation tab, you can automate the following: 

• Send an internal email notification (lead generation ads only): send an internal email notification when a new contact is created from your lead generation ad. Click the dropdown menu and select the checkboxes next to the teams or individual users you want to send the notification emails to. 
• Add contacts to a list: add contacts who have interacted with an ad in this campaign to a specified list. In the text field, enter your list name and click Create list. When a contact interacts with your ads, they will be automatically added to this active list. 
  
  

Create a simple workflow 

Set up a simple workflow to automate follow-up actions such as adding contacts to an ads audience or setting a contact property. Contacts are enrolled in the simple workflow each time the form is submitted, even if they have enrolled before. 

To create a simple workflow: 

• In the Create your own automated follow-ups section:
• To automatically add contacts to an ads audience after each interaction, under Add to ads audience, click Create this workflow. 
• To create your own workflow from a blank template, under Create your own simple workflow, click Create new workflow. 

• To add other workflow actions, click the plus icon +. 
  • To edit an action, on the workflow action, click Actions > Edit. 
  • To delete an action, on the workflow action, click Actions > Delete. 
    • To delete the individual action, click This action. 
    • To delete the selected action and all actions after, click This action and all after it. 
• To change a workflow’s name, at the workflow header, you can click the edit pencil icon. 
• To delete a workflow, at the workflow header, click Actions, then select Delete workflow.
• To turn on a workflow, next to the workflow name, click to toggle the switch on. Then, click Publish to publish your ad campaign. After publishing your simple workflow, any changes made to the workflow will automatically apply to currently enrolled contacts.