Send New Leads to Pipedrive Instantly

Learn how to use Pabbly Connect to send new leads to Pipedrive instantly. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Integration

To start sending new leads to Pipedrive instantly, you must access Pabbly Connect. If you’re a new user, visit pabbl.com/connect and click on the ‘Sign Up for Free’ button in the top right corner. This allows you to explore the platform with 100 free tasks each month.

Once you sign up, you can log into your Pabbly Connect account. For existing users, simply open your workflow builder. This is where you will create the automation that connects your lead sources to Pipedrive.

2. Creating Your Workflow in Pabbly Connect

In the workflow builder of Pabbly Connect, you will set up the trigger and action for your lead integration. Click on the ‘Add Trigger’ button to start. For this automation, search for ‘Facebook Lead Ads’ as your trigger application.

• Select ‘New Lead Instant’ as the event.
• Connect your Facebook account to Pabbly Connect.
• Choose the appropriate Facebook page and lead form.

After connecting your Facebook Lead Ads account, ensure the response format is set to simple. Click on ‘Save and Send Test Request’ to proceed with capturing the lead data.

3. Testing Facebook Lead Ads with Pabbly Connect

Next, you need to test your Facebook Lead Ads integration. Open a new tab and search for the ‘Meta for Developers’ site. Navigate to the ‘Lead Ads Debug Tool’ under the resources section. Here, select the same page and form you chose in Pabbly Connect.

• Preview the lead form and fill it out.
• Submit the form to generate a test lead.

After submission, return to your Pabbly Connect workflow to see if the lead data has been captured. This step verifies that your Facebook Lead Ads are correctly integrated with Pabbly Connect.

4. Adding Pipedrive Action to Your Workflow

Now that your lead data is captured, it’s time to add Pipedrive as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Pipedrive’. Select ‘Create a Person’ as the event.

If you have already connected Pipedrive to Pabbly Connect, select the existing connection. If not, click on ‘Add a New Connection’ and provide your Pipedrive API token, which you can find in your Pipedrive account settings.

5. Mapping Lead Details to Pipedrive

After establishing the connection, you’ll need to map the lead details from Facebook to Pipedrive. In the mapping section, select the fields for the lead name, phone number, and email. This is crucial as it ensures that the data flows correctly from Pabbly Connect to Pipedrive.

Map the phone number and email from the captured data. Set a label for the lead, like ‘Hot Lead’.

Finally, click on ‘Save and Send Test Request’ to create the new lead in Pipedrive. You should receive a confirmation that the lead has been successfully created, and you can verify this by checking your Pipedrive contacts.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send new leads to Pipedrive instantly. By following these steps, you can automate your lead management process efficiently, ensuring that every new lead is captured and added to your Pipedrive account seamlessly.