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 scripts 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:
When this trigger fires in Facebook Lead Ads
Triggers when a new lead is created.
Then these actions happen in Pipedrive and Pipedrive
Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.
Returns information about the form.
Creates a person.
Creates a deal.
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 (watch multiple forms).
Part I
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
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 Facebook Lead Ads
Choose this action: Get Lead Details (Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger. ).
Then set up another Action for Facebook Lead Ads
Choose this action: Get a Form (Returns information about the form.).
Then set up another 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
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 (watch multiple forms)!
Triggers when a new lead is created.
Triggers when a new lead is created.
Triggers when you add a new ad account.
Triggers when you add a new custom audience.
Triggers when you add a new form.
Just a test call.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
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.