Capture Facebook Leads, Add to Pipedrive & Auto-Send Demo Emails

Learn how to capture Facebook leads, add them to Pipedrive, and auto-send demo emails using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start capturing Facebook leads and integrating them with Pipedrive, you first need to access Pabbly Connect. Simply go to the Pabbly Connect website and either sign in or sign up for a free account. New users receive 100 free tasks each month, allowing you to practice and familiarize yourself with the platform.

After logging in, you will see the dashboard where you can manage your workflows. Click on the Pabbly Connect icon to begin creating your automation, which will streamline the process of capturing leads and sending emails.

2. Creating Your Workflow in Pabbly Connect

In this section, we will create a workflow that captures leads from Facebook and sends them to Pipedrive. Click on the Create Workflow button in your Pabbly Connect dashboard. This will prompt you to name your workflow. For this example, name it ‘Capture Facebook Leads and Send Emails’.

• Select the trigger app as Facebook Lead Ads.
• Choose the event as New Lead Instant.
• Connect your Facebook account to Pabbly Connect.

After setting this up, you will be prompted to select your Facebook page and lead form. Make sure to test the connection by submitting a lead through the form to ensure everything is working correctly.

3. Integrating Pipedrive with Pabbly Connect

Once your Facebook leads are captured, the next step is to send this data to Pipedrive. In Pabbly Connect, add a new action step and select Pipedrive as your action app. Choose the event as Create Person. This step is crucial as it allows you to create a new person in Pipedrive for every lead captured from Facebook.

To connect Pipedrive, you will need your API token. Navigate to your Pipedrive account settings to retrieve this token. After entering the API token in Pabbly Connect, you can map the fields from your Facebook lead form to Pipedrive, ensuring that all relevant information is transferred accurately.

4. Auto-Sending Demo Emails via Gmail

After successfully creating a person in Pipedrive, the next action is to send a demo email to the captured lead. In Pabbly Connect, add another action step and select Gmail as your action app. Choose the event as Send Email.

• Connect your Gmail account to Pabbly Connect.
• Map the recipient’s email address from the Facebook lead data.
• Customize your email subject and body to include a personalized greeting.

Once you have configured the email settings, send a test email to verify that the integration works smoothly. This automation ensures that every lead receives a timely follow-up email, enhancing your chances of conversion.

5. Conclusion: Streamlining Your Lead Capture Process

Using Pabbly Connect to integrate Facebook leads with Pipedrive and Gmail simplifies your workflow significantly. By following the steps outlined in this tutorial, you can automate the process of capturing leads and sending demo emails, saving you time and ensuring no lead is overlooked.

Start using Pabbly Connect today to enhance your lead management process and improve your business efficiency. This powerful tool allows you to create seamless integrations that can scale with your business needs.