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

Learn how to seamlessly integrate Facebook Ads with Pipedrive CRM using Pabbly Connect for efficient lead management and sales tracking. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Ads with Pipedrive CRM, the first step is to access Pabbly Connect. Open your web browser and go to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’.

Once the page loads, you will see options to either sign in or sign up for free. If you are a new user, you can click on ‘Sign up for free’ to get started with 100 free tasks per month. If you are an existing user, simply click on ‘Sign in’ to access your account and proceed to the dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to choose between the new or classic workflow builder. For this tutorial, select the classic option for a familiar interface.

Next, name your workflow as ‘Add Leads from Facebook Ads to Pipedrive CRM for Easy Sales Tracking’ and select a folder to save it in, such as ‘Automations’. Click on the ‘Create’ button to proceed to the workflow setup window.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

With these steps, you’ve successfully set up the initial trigger in your workflow using Pabbly Connect.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Add a New Connection’. This will prompt you to connect your Facebook account with Pabbly Connect. Click ‘Continue’ to initiate the connection process.

After connecting, select the Facebook page that corresponds to your lead ads, for example, ‘Digital Dynamics’. Then, choose the specific lead generation form you want to automate. Click ‘Save and Send Test Request’ to proceed. This action will prepare Pabbly Connect to capture leads from your selected form.

• Ensure to perform a test submission to verify the connection.
• Use the Meta for Developers lead ads debug tool for testing.

Once the test lead is submitted, Pabbly Connect will capture the response, confirming that the integration is functioning correctly.

4. Adding Leads to Pipedrive CRM

Now that your Facebook Lead Ads are connected, it’s time to add the leads to Pipedrive CRM. In the next action step of your workflow, search for and select ‘Pipedrive’ as the action application. Then, choose ‘Create a Person’ as the action event.

Click on ‘Connect’ to link your Pipedrive account with Pabbly Connect. You will need to provide your Pipedrive API token, which can be found in your Pipedrive account settings under API. Copy the token and paste it into Pabbly Connect to establish the connection.

Map the lead details from Facebook to the corresponding fields in Pipedrive. Ensure to fill in required fields like name, email, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’. This will create a new lead in Pipedrive, confirming that your workflow is successfully adding leads from Facebook Ads using Pabbly Connect.

5. Testing the Integration in Real Time

To ensure everything works seamlessly, perform a real-time test of your integration. Go back to the lead ads testing tool and refresh the page to delete the previous lead. This step is crucial to avoid duplication.

Fill in the lead form again with new details, such as a name and contact information, and submit the form. After submission, check your Pipedrive account to see if the new lead has been created successfully. This step verifies that your integration is functioning as intended through Pabbly Connect.

When you refresh the contacts page in Pipedrive, you should see the new lead with the details you entered. This confirms that the automation process is complete and operational.

Conclusion

Integrating Facebook Ads with Pipedrive CRM using Pabbly Connect allows for efficient lead management and sales tracking. By following the steps outlined in this tutorial, you can automate your lead capture process and enhance your sales pipeline.

Utilizing Pabbly Connect not only saves time but also ensures that no lead is missed, making your sales tracking easier and more effective.