Integrating Facebook Lead Ads with Pipedrive CRM Using Pabbly Connect for Enhanced Sales Tracking

Learn how to integrate Facebook Lead Ads with Pipedrive CRM using Pabbly Connect for seamless sales tracking. Follow our step-by-step tutorial for automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Pipedrive CRM, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for your integration. Click on the ‘Create Workflow’ button, and select either the modern or classic workflow builder. For this tutorial, we will use the classic option.

2. Creating Your Workflow in Pabbly Connect

After selecting the classic builder in Pabbly Connect, name your workflow. For instance, name it ‘Add New Facebook Leads to Pipedrive CRM for Sales Tracking’. Choose a folder to save your workflow, such as ‘Facebook Lead Automations’. Click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select a relevant folder for organization.
• Click on ‘Create’ to finalize the setup.

Upon creation, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, and the action is what happens when the trigger occurs. In this case, the trigger will be set to Facebook Lead Ads, and the action will be set to Pipedrive CRM.

3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Then, choose the event ‘New Lead Instant’. Click on connect, and if you don’t have an existing connection, create a new one by selecting ‘Connect with Facebook Lead Ads’.

Authorize the connection by logging into your Facebook account. After successful authorization, enter the required details such as the page name and lead form. For example, enter ‘Prime Properties’ as the page name and select the relevant lead form from the dropdown.

• Select your Facebook page where the ads are running.
• Choose the lead form you want to use.
• Click on ‘Save and Send Test Request’ to verify the connection.

After submitting a test lead, check for the response in Pabbly Connect. This confirms that your trigger is set up correctly and is ready to capture new leads from Facebook.

4. Setting Up Action in Pipedrive CRM

Once the trigger is established, the next step is to set up the action in Pabbly Connect. Select Pipedrive as your action application and choose ‘Create Deal’ as the action event. If you don’t have an existing connection, you will need to create one using your Pipedrive API token.

To find your API token, log into your Pipedrive account, go to your profile settings, and then click on ‘API’ to copy the token. Paste it into Pabbly Connect and click ‘Save’ to establish the connection.

Select the action event as ‘Create Deal’. Enter the required details for the deal creation. Map the person ID from the previous step to link the lead.

After filling in the necessary details, click on ‘Save and Send Test Request’ to verify that a deal is created in your Pipedrive account. This step completes the integration setup.

5. Finalizing the Integration and Testing

With both the trigger and action set up in Pabbly Connect, it’s time to finalize the integration. Ensure that all details are correctly mapped, especially for fields like name, email, and phone number from the lead form.

Once everything is set, perform a final test by submitting a new lead through your Facebook Lead Ads. Check your Pipedrive account to confirm that the lead appears as a new deal with all associated details. This confirms that your automation is working seamlessly.

In summary, using Pabbly Connect allows you to automate the process of adding new Facebook leads to Pipedrive for effective sales tracking. This integration saves time and ensures that no lead is missed.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Pipedrive CRM using Pabbly Connect. By following the steps outlined, you can automate the lead capture process, enhancing your sales tracking efficiency. This integration ensures that every lead is accounted for without manual effort.