Integrate Facebook Leads with Pabbly Connect and Pipedrive Automatically

Learn how to automate the integration of Facebook leads into Pipedrive using Pabbly Connect. Follow this step-by-step tutorial for seamless lead management. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your lead management, first access Pabbly Connect. This platform allows seamless integration between Facebook Lead Ads and Pipedrive.

Open your browser and type in the Pabbly Connect URL. If you are a new user, sign up for free to receive 100 tasks monthly. Existing users can sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and enter a name for your process, such as ‘Add Facebook Leads to Pipedrive Automatically’.

• Enter a workflow name
• Select a folder to save the workflow
• Click on ‘Create’ to proceed

After creating the workflow, you will see two boxes: Trigger and Action. Here, you will set Facebook Lead Ads as the trigger application to initiate the workflow.

3. Setting Up Facebook Lead Ads as Trigger

Now, select Facebook Lead Ads as your trigger application in Pabbly Connect. Choose the event ‘New Lead Instant’ to capture new leads as they come in.

Click on ‘Connect’ and follow the prompts to connect your Facebook account. Once connected, select the Facebook page and lead form from which you want to capture leads. Make sure to save your selections.

• Choose your Facebook page
• Select the lead form to capture data
• Test the connection to ensure it works

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving the lead data correctly.

4. Creating Action in Pipedrive

Next, you will set up the action application, which is Pipedrive in this case. Select Pipedrive as the action application in Pabbly Connect and choose the event ‘Create Person’.

Connect your Pipedrive account by entering the API token. You can find this token in your Pipedrive account settings. Once connected, map the fields from the Facebook lead data to the corresponding fields in Pipedrive.

Map the first name, last name, email, and phone number Select the lead status (e.g., hot lead) Ensure all required fields are filled

Finally, click on ‘Save and Send Test Request’ to verify that the lead is created in Pipedrive successfully.

5. Finalizing the Integration Process

To complete the integration, you need to create a lead in Pipedrive. Again, select Pipedrive as the action application and this time choose the event ‘Create Lead’.

Map the lead name and person ID from the previous step to ensure that the lead is linked to the correct contact. Click ‘Save and Send Test Request’ to finalize the process. Check your Pipedrive account to ensure the lead has been created successfully.

By following these steps, you have successfully automated the process of adding Facebook leads to Pipedrive using Pabbly Connect. This integration allows for efficient lead management and helps streamline your real estate business operations.

Conclusion

Using Pabbly Connect, you can effortlessly automate the integration of Facebook leads into Pipedrive. This not only saves time but also enhances your lead management process, ensuring no potential client is missed.