Automatically Add Leads from Facebook Lead Ads to Pipedrive CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Pipedrive CRM automatically using Pabbly Connect. Follow this step-by-step guide for seamless lead management. 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 begin the integration of Facebook Lead Ads with Pipedrive CRM, first access Pabbly Connect. You can do this by visiting Pabbly’s official website and signing in or signing up for a new account.

Once you are logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow to automate your lead management process.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Facebook Lead Ads with Pipedrive CRM using Pabbly Connect. Click on the ‘Create Workflow’ button located on the top right corner of the dashboard.

• Name your workflow appropriately, such as ‘Leads from Facebook Lead Ads to Pipedrive CRM Automatically’.
• Select a folder to organize your workflows, like ‘Facebook Lead Ads’.

After naming your workflow, click on the ‘Create’ button to proceed. This will initiate the setup process for automating the lead transfer from Facebook to Pipedrive using Pabbly Connect.

3. Setting Up the Trigger for Facebook Lead Ads

The next step involves setting up the trigger for your workflow. Click on the ‘Add Trigger’ button and select Facebook Lead Ads as your trigger application.

Choose the event as ‘New Lead Instant’ to ensure that every new lead generated from your Facebook ads will trigger this workflow. Connect your Facebook account to Pabbly Connect by following the prompts to authorize access.

4. Setting Up the Action to Create a Deal in Pipedrive

Once the trigger is established, you will add an action step that specifies what happens when a new lead is received. Select Pipedrive as the action application and choose the event ‘Create Deal’.

• Enter your Pipedrive API token to connect your Pipedrive account with Pabbly Connect.
• Map the lead details from Facebook Lead Ads to the corresponding fields in Pipedrive.

Make sure to fill in the required fields, such as the deal title, lead name, and other relevant details to ensure that the lead is accurately captured in your Pipedrive CRM.

5. Testing the Automation Workflow

After setting up the trigger and action, it’s crucial to test your workflow to ensure everything is functioning correctly. Generate a test lead through the Facebook Lead Ads testing tool.

Check your Pipedrive CRM to confirm that the new lead has been added as a deal. This verification step is essential to ensure that Pabbly Connect is effectively automating the lead transfer process.

Conclusion

In this tutorial, we explored how to automatically add leads from Facebook Lead Ads to Pipedrive CRM using Pabbly Connect. This seamless integration allows businesses to manage their leads efficiently, saving time and enhancing productivity.