Automate Your Leads: Integrating Facebook Ads with Pabbly Connect and Pipedrive

Learn how to automate lead generation from Facebook Ads to Pipedrive using Pabbly Connect. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating leads from Facebook Ads to Pipedrive, you first need to access Pabbly Connect. Open a new browser tab and search for Pabbly.com, then navigate to the Pabbly Connect landing page.

Once on the landing page, you will see options to either sign in or sign up for free. If you are new to Pabbly, click on ‘Sign Up for Free’ to create an account. If you already have an account, simply sign in. After signing in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow for the automation. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Facebook Lead Ads to Pipedrive’. using Pabbly Connect

• Click ‘Create’ after selecting the folder for your workflow.
• You will see two windows: Trigger and Action.

The Trigger window is where you will set up what initiates the automation. Select Facebook Lead Ads as the app and choose the ‘New Lead’ trigger event. This setup allows Pabbly Connect to listen for new leads generated from your Facebook Ads.

3. Connecting Facebook Lead Ads to Pabbly Connect

After selecting Facebook Lead Ads in the Trigger window, you will need to connect your Facebook account to Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. Then, choose to connect with Facebook Lead Ads.

Once connected, you will have to select the Facebook page where your lead ads are running. From the dropdown, choose your specific Facebook page, for example, ‘Green Pro Landscaping’. You will also need to select the lead generation form associated with your ads.

• Choose the option of ‘All Lead Gen Forms’ to capture leads from all forms.
• Click ‘Save and Send Test Request’ to check if the connection works.

Once the test is successful, Pabbly Connect will be ready to capture new leads from your Facebook ads.

4. Adding Leads to Pipedrive CRM

With the trigger set up, the next step is to send the lead details to Pipedrive CRM. In the Action window, search for Pipedrive and select it as the app. Then, choose the action event as ‘Create Person’. This step adds the new lead as a person in your Pipedrive account. using Pabbly Connect

Click on ‘Connect’ and select ‘Add New Connection’. Here, you will need to enter your Pipedrive API token, which you can find in your Pipedrive account under personal preferences. After entering the API token, click ‘Save’.

Map the lead’s name, email, and phone number from the previous step to the corresponding fields in Pipedrive. Select a label for the lead, such as ‘Hot Lead’.

After mapping all the necessary fields, click ‘Save and Send Test Request’ to confirm that the lead has been added to Pipedrive.

5. Finalizing the Automation Workflow

After successfully adding the new lead as a person in Pipedrive, the final step is to convert this person into a lead. Add another action step in your workflow and select Pipedrive again, choosing ‘Create Lead’ as the action event.

Since you are already connected to Pipedrive, you can use the existing connection. Map the lead name from the previous response to the lead name field in this step. You can also specify the owner of the lead and other relevant details.

Make sure to map the person ID to associate the lead with the correct person. Click ‘Save and Send Test Request’ to finalize the lead creation.

Once confirmed, your automation workflow is complete, allowing seamless lead generation from Facebook Ads to Pipedrive using Pabbly Connect.

Conclusion

This tutorial detailed how to use Pabbly Connect to automate the process of adding leads from Facebook Ads to Pipedrive. By following these steps, you can streamline lead management and enhance your business efficiency.