How to create Pipedrive CRM contact and deal from Facebook Lead Ads

How to create Pipedrive CRM contact and deal from Facebook Lead Ads
CRM
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2021-12-28
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3 min read
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In this tutorial we will create a bundle to send data from Facebook Lead Ads to Pipedrive creating Contact and Deal.

Make sure Facebook and Pipedrive have already been connected to Albato.

Connecting Facebook to Albato.

Connecting Pipedrive to Albato.

In the top menu open «My Bundles» tab and click «Create a bundle» button. Select Facebook as the data source service and «Ad Lead» event to trigger the bundle. Then specify your Facebook connection, as well as page and form to send the leads from.

Now select the bundle operation mode:

Next set up the service to receive the data. In our example we have Pipedrive. Select «New contact» as an action and specify your Pipedrive CRM account.

Now we proceed to filling in the bundle fields. In “Full name” field we select «First name» value from Facebook drop-down list. We also select phone number and email from the drop-down Facebook list. Fill in any field you need.

The bundle has two steps. Add one more step to add a deal to the contact (click «Action» button):

Select Pipedrive service, «New deal» as a target action and your CRM connection.

Now let’s fill in basic fields for Pipedrive deal.

Select the title from Facebook drop-down list. Then fill in any field you need.

Click «Save» button.

Our bundle is ready:


CRM
Pipedrive
Facebook
Sales