Integrating Facebook Leads with Pabbly Connect and Pipedrive CRM

Learn how to automate the integration of Facebook leads with Pipedrive CRM using Pabbly Connect. Step-by-step guide to streamline your lead management process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your lead management, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. After logging in, you can create a new workflow to connect your Facebook leads to Pipedrive CRM.

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Sync Facebook Leads with Pipedrive CRM,’ and click ‘Create’. This sets up the framework for your automation process.

2. Setting Up Trigger and Action in Pabbly Connect

In your new workflow, you will set up a trigger and an action using Pabbly Connect. The trigger will be the event that starts the automation, while the action is what happens as a result. In this case, the trigger is a new lead captured through your Facebook lead ad.

• Select ‘Facebook Lead Ads’ as the trigger app.
• Choose the specific lead form you want to use.
• Click ‘Save and Send Test Request’ to ensure the connection is working.

After setting up the trigger, proceed to define the action. Here, you will select ‘Pipedrive’ as the action app to send lead data. This will ensure that every new lead captured on Facebook is automatically added to your Pipedrive CRM.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads to Pabbly Connect, click on the connect button in the trigger setup. You will need to authenticate your Facebook account, allowing Pabbly Connect to access your lead forms.

Once connected, select the Facebook page associated with your lead ad. You will see the lead forms available to you. Choose the appropriate form, and click ‘Save and Send Test Request’ to capture sample lead data, ensuring that the integration is functioning correctly.

4. Sending Lead Data to Pipedrive CRM

After successfully capturing lead data from Facebook, the next step is to send this data to Pipedrive using Pabbly Connect. Set up a new action event to create a person in Pipedrive. You will need to provide the necessary details such as name, email, and phone number.

Map the fields from the Facebook lead data to the corresponding fields in Pipedrive. This ensures that the information is accurately transferred. For instance, map the first name and last name from the lead data to the appropriate fields in Pipedrive.

• Provide the API key from your Pipedrive account to establish the connection.
• Ensure that all required fields are filled in correctly.
• Test the action to confirm that the person is created in Pipedrive.

After testing, you can see the new lead created in your Pipedrive account, confirming that the automation is working as intended.

5. Automating Lead Creation Process

The final step is to automate the entire lead creation process using Pabbly Connect. Every time a new lead is generated through your Facebook lead ad, it will automatically create a person in Pipedrive and subsequently create a lead.

This automation can be set up by adding another action in Pabbly Connect to create a lead in Pipedrive. Map the relevant fields such as lead name and expected close date. This ensures that your sales team receives the lead information promptly.

With this setup, you can relax knowing that all new leads will be captured and organized in your Pipedrive CRM without manual intervention. This not only saves time but also enhances efficiency in managing leads.

Conclusion

In this tutorial, we explored how to integrate Facebook leads with Pipedrive CRM through Pabbly Connect. By following these steps, you can automate your lead management process effectively, ensuring that no leads are missed and that your sales team is always updated.