Case Study

Operations: Social Media Lead Automation in HubSpot for Auto Dealer

Car Dealer

Background:

The dealership was generating leads through Facebook and Instagram ads, but had no automation in place to capture or assign those leads. Clara’s team manually downloaded leads, routed them via spreadsheets, and often lost them in the process.

Project Goals:

Lead Tracking & Automation, Assignment, Attribution, Integration, Time Saving

The Challenge:

  • Facebook, WhatsApp, and Instagram leads are not syncing into HubSpot.

  • Manual lead assignment to regional dealership teams

  • No attribution or tracking of ad ROI

The Solution:

  • Integrated Social Platforms with HubSpot via native integration

  • Set up workflows to tag leads by campaign, location, and source

  • Auto-assigned leads to reps based on region

  • Built a lightweight campaign performance dashboard

The Results

  • 100% attribution accuracy across Facebook & Instagram campaigns
  • 90% reduction in lead handling time
  • 3x increase in test drive bookings from paid ads

The Review

❝ What used to take hours is now instant. Consultey turned our ad spend into results and gave us full visibility on every lead.❞

Car Dealership

Clara V., Social Media Marketing Manager

  • Industry – Automotive / Retail

  • Type / Size – SMB

  • Subscription – Task

  • Service – Marketing Ops, Tech Support

  • Team – Marketing

  • CRM – HubSpot (Marketing Hub)

  • Tech Stack – Facebook, Instagram, WhatsApp

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