Integrate Facebook Leads with Pipeline CRM Using Pabbly Connect

Learn how to automatically add Facebook leads as persons in Pipeline CRM using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Facebook and Pipeline CRM Integration

To integrate Facebook leads with Pipeline CRM, start by accessing Pabbly Connect. Sign in to your Pabbly account by clicking on the ‘Sign In’ button at the top right corner of the Pabbly website.

If you are a new user, click on ‘Sign Up for Free’ to create your account. You will receive 100 free tasks every month, which is perfect for testing this integration.

2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. Click on the ‘Create Workflow’ button to start a new integration process. Name your workflow something like ‘Add Facebook Leads to Pipeline CRM’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes appear: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result.

3. Set Up Facebook Trigger in Pabbly Connect

In the trigger box, select Facebook as your application. Choose the event as ‘New Lead’. This will trigger the workflow whenever a new lead is generated on Facebook.

Next, you will need to connect your Facebook account to Pabbly Connect. If you are already logged in, it will not ask for permissions again. Select the Facebook page and the form from which you want to fetch leads.

• Choose the page from which leads will be collected.
• Select the form that captures the leads.

Once you have selected the appropriate options, click on ‘Save & Send Test Request’ to ensure everything is set up correctly. Check for the response to confirm that the integration is working.

4. Add Lead to Pipeline CRM via Pabbly Connect

Now, in the action box, select Pipeline CRM as your application. Choose the action event as ‘Create Person’. This action will add the new Facebook lead as a person in your Pipeline CRM.

To connect Pipeline CRM with Pabbly Connect, you will need your API key. Log into your Pipeline CRM account, navigate to the profile section, and find the API integrations to generate your API key. Copy this key and paste it into Pabbly Connect.

Enter the API key in the designated field. Map the fields from Facebook to Pipeline CRM (like first name, last name, email, etc.).

After mapping the necessary fields, click on ‘Save & Send Test Request’ to ensure the lead is added successfully to Pipeline CRM.

5. Test and Verify the Facebook to Pipeline CRM Integration

To verify that the integration works, go back to your Facebook lead form and submit a new test lead. Ensure you fill in the required fields with dummy details.

Once submitted, return to your Pipeline CRM and check if the new lead appears as a person. If everything is set up correctly, you should see the lead listed with the details you provided.

Confirm the first name, last name, phone number, and email address are correctly populated. Repeat the test with different details to ensure consistency.

If you successfully see the new lead in your Pipeline CRM, the integration is complete and functioning as intended through Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Facebook leads into Pipeline CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads efficiently.