How to Integrate Facebook Leads with Pipedrive CRM Using Pabbly Connect

Learn how to automatically add new Facebook leads to Pipedrive CRM using Pabbly Connect. Follow this detailed tutorial 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 Facebook and Pipedrive Integration

To integrate Facebook leads with Pipedrive CRM automatically, start by accessing Pabbly Connect. Open a new tab in your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page.

Once there, you’ll see options to sign in or sign up. If you’re a new user, click on the button that says ‘Sign up for free’ to get started. Existing users should click on ‘Sign in’ to access their accounts. This is where you will create the automation workflow needed for the integration.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of your Pabbly Connect account. Click on the button labeled ‘Create Workflow’ to begin setting up your automation. You’ll be prompted to choose between the new workflow builder and the classic one; select the new one for a modern interface.

• Enter a workflow name: ‘Add New Facebook Leads to Pipedrive CRM Automatically’.
• Choose a folder to save your workflow or create a new one.
• Click on the ‘Create’ button to proceed.

This opens the workflow window, where you will set up the trigger and action for the integration. The trigger will be the new leads from Facebook, and the action will be to create a new person in Pipedrive.

3. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In the workflow window, click on the ‘Add Trigger’ button to select the trigger application. Search for and choose ‘Facebook Lead Ads’. For the trigger event, select ‘New Lead Instant’. Then, click on ‘Connect’ to establish the connection. using Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Add a New Connection’. You’ll need to select your Facebook account and authorize the connection. After connecting, specify the Facebook page and lead form you want to use. For example, choose the page ‘Natural Glow Skincare’ and the lead form named ‘Lead Ads Form’.

4. Testing the Trigger and Capturing Webhook Response

After setting up the trigger, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a webhook response. To generate this response, you need to create a test lead using the Facebook Lead Ads testing tool. using Pabbly Connect

• Open the Meta for Developers page and navigate to the Lead Ads Testing Tool.
• Select the page and form you set in Pabbly Connect.
• Submit a test lead with details such as first name, last name, email, and phone number.

Once the test lead is submitted, return to Pabbly Connect to see if it successfully captured the webhook response, displaying all the lead details you submitted.

5. Creating a Person in Pipedrive from Facebook Leads

With the trigger successfully set up, now it’s time to add the action. Click on ‘Add New Action Step’ and search for ‘Pipedrive’. Select it and choose ‘Create Person’ as the action event. Click on ‘Connect’ to link your Pipedrive account. using Pabbly Connect

To connect, you’ll need your Pipedrive API token. Go to your Pipedrive account, find the API settings under personal preferences, and copy the token. Paste it into Pabbly Connect and click ‘Save’. Then, map the lead details from the webhook response to the corresponding fields in Pipedrive, such as name, email, and phone number.

Finally, click on ‘Save and Send Test Request’ to see if the person is created in Pipedrive. Check your Pipedrive account to confirm that the new lead appears with the correct details, thus completing the integration process.

Conclusion

By following this tutorial, you can seamlessly integrate Facebook leads into Pipedrive CRM using Pabbly Connect. This automation will help streamline your lead management process, allowing your sales team to follow up efficiently.