An automated workflow using integromat
Connects Facebook Lead Ads + Pipedrive
Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
About this workflow template
This automation scenario allows you to connect Facebook Lead Ads and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Facebook Lead Ads and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Facebook Lead Ads
New Lead in Facebook Lead Ads
Triggers when a new lead is created.
Then these actions happen in Pipedrive
Create a Person in Pipedrive
Creates a person.
Create a Deal in Pipedrive
Creates a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission.
Part I
Configure Applications
First, we need to connect Facebook Lead Ads and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Facebook Lead Ads to Make.com.
Give Make.com access to your Facebook Lead Ads account, using Facebook Lead Ads credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Facebook Lead Ads
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an Action for Pipedrive
Choose this action: Create a Person (Creates a person.).
Then set up another Action for Pipedrive
Choose this action: Create a Deal (Creates a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Facebook Lead Ads and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created.
triggerbyzapierintegromatautomateiopabbly-connectWatch leads
Triggers when a new lead is created.
triggerbyintegromatNew ad account
Triggers when you add a new ad account.
triggerbyzapierNew custom audience
Triggers when you add a new custom audience.
triggerbyzapierNew form
Triggers when you add a new form.
triggerbyzapierTest me
Just a test call.
triggerbyzapier
Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectiftttalbatoCreate person
Creates a new person.
actionbyzapierpabbly-connectalbatoCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectiftttCreate lead
Creates a new lead.
actionbyzapierintegratelypabbly-connectalbatoUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelypabbly-connectpipedreamalbatoCreate a person
Creates a person.
actionbyintegromatpabbly-connect
Apps you need
Facebook Lead Ads
Lead ads allow you to find customers who may be interested in your products or services
Facebook Lead Ads alternatives
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
