New leads that are generated on the Facebook social network can be automatically transferred to the Pipedrive CRM system. Communication between services is configured in just a few minutes. In this article, we'll show you how to create a Facebook and Pipedrive integration to eliminate the need for manual data transfer.

Content:
1. How to set up Facebook and Pipedrive integration
2. Create a connection and connect Facebook
3. Connect Pipedrive
4. Check the connection and turn on auto-update
5. Conclusion

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Businesses of all sizes use Facebook to acquire new customers. The most popular social network provides effective tools for lead generation. Ordering or contacting via Facebook is the initial phase of the sales funnel. Leads from Facebook must be transferred to special services that help to accompany and implement transactions. One of the main tools for a sales manager is a CRM system. Such platforms allow you to control interaction with customers and effectively move the lead through the sales funnel.

Pipedrive is a convenient and functional CRM system for sales managers. The platform offers a simple interface and wide functionality for working with orders. Users can set up sales funnels, create deals and tasks. A full-fledged postal service and many additional tools for high-quality transaction support are also available.

How to set up Facebook and Pipedrive integration

Working with clients and sales support, as a rule, are provided with a whole set of tools. One of the most important tasks is to synchronize data between services that help generate and process leads. Manual transfer of information between different systems is time-consuming, so integrations and automation are used to improve work efficiency. 

Using the SaveMyLeads online connector, you can connect your Facebook Ads account and Pipedrive. As a result, new leads from the social network will be automatically transferred as tasks to the CRM system. The manager does not need to check the Facebook account for new leads and manually transfer them to the Pipedrive. This whole process will take place offline without the participation of a human resource. Set up Facebook Leads Ads and Pipedrive integration in just a few minutes. Special knowledge or skills are not required.

Facebook and Pipedrive integration | Tasks in the Pipedrive


Create a connection and connect Facebook

Create a new connection in your SaveMyLeads personal account.

Facebook and Pipedrive integration | New connection


Now we choose the appropriate option from the ready-made templates. For our task, this is Pipedrive (Create Task).

Facebook and Pipedrive integration | Select template


We connect the Facebook account to the SaveMyLeads system.

Facebook and Pipedrive integration | Connect Facebook account


Enter login and password.

Facebook and Pipedrive integration | Login to Facebook


Click the "Edit Settings" button.

Facebook and Pipedrive integration | Go to the settings


We select advertising pages from which we will upload leads. You can select all pages at once.

Facebook and Pipedrive integration | Select advertising pages


Leave all access checkboxes enabled.

Facebook and Pipedrive integration | Leave all checkboxes enabled


We linked the Facebook account and the SaveMyLeads service. Press the “OK” button and continue the setup.

Facebook and Pipedrive integration | Finish Facebook and SaveMyLeads connection


The connected Facebook account appeared in the list of available ones. We select it.

Facebook and Pipedrive integration | Select Facebook account


Now we define the advertising page and the form from which the data will be transferred.

Facebook and Pipedrive integration | Select page and form


Connect Pipedrive

Connect the Pipedrive account to the SaveMyLeads system.

Facebook and Pipedrive integration | Connect Pipedrive account


We need to fill in the "Domain" and "API Key" fields.

Facebook and Pipedrive integration | Fields to fill


Go to your Pipedrive personal account. We copy the domain in the address bar without additional characters.

Facebook and Pipedrive integration | Copy the domain


We return to the SaveMyLeads system and insert the domain into the required field.

Facebook and Pipedrive integration | Set the domain


Now we need an API Key. In your Pipedrive account, go to the “Personal preferences” section.

Facebook and Pipedrive integration | Go to settings


Go to the "API" tab.

Facebook and Pipedrive integration | Go to the API tab


Copy the personal API token.

Facebook and Pipedrive integration | Copy API Key


We return to the SaveMyLeads workspace, fill in the “API Key” field and save the connection.

Facebook and Pipedrive integration | Fill in the API Key field


Select the saved Pipedrive account from the list.

Facebook and Pipedrive integration | Select the Pipedrive account


In the next step, we define the data that will be transferred to the Pipedrive system. To do this, we use the variables from the drop-down list received from Facebook. You can also leave field presets unchanged, and add text manually.

Facebook and Pipedrive integration | Define the data for Pipedrive


After we have defined all the data, click the “Continue” button.

Facebook and Pipedrive integration | Finish Pipedrive setup


Check the connection and turn on auto-update

The system offers an example of the data that will be transferred to Pipedrive CRM and presented as a task. Submitting a test entry.

Facebook and Pipedrive integration | Send test data


Go to the Pipedrive and check the result.

Facebook and Pipedrive integration | Check the result


Auto-update must be enabled to complete the integration setup and enable communication. To do this, click the “Finish setup” button.

Facebook and Pipedrive integration | Enabled auto-update


You can change the integration name. To do this, go to the settings and enter the desired name.

Facebook and Pipedrive integration | Change connection name


Conclusion

What did we get as a result? New leads from Facebook are automatically transferred to Pipedrive. Based on an appeal or order in a social network, a task is created for the manager in the CRM system. This whole process is carried out without human intervention. The manager does not need to verify the Facebook account and transfer the data to Pipedrive.

The Facebook and Pipedrive integration was set up using the SaveMyLeads online connector in just a few minutes. We have created a connection that allows you to save an impressive time resource every day. At the same time, the help of IT specialists and special skills were not needed. The SaveMyLeads online connector offers a simple interface and a straightforward setup process.