Zapier: Add new Facebook ad leads as people in Pipedrive
Breandan Flood, October 14, 2021
Note: To enable the integration go to the Facebook Lead Ads page in our Marketplace, and follow the instructions to install the app.
Facebook Lead Ads makes it easy to connect with and expand on your audience. When someone clicks on your Lead Ad, their contact information from Facebook is automatically added to the Lead Ad form.
Thanks to Zapier doing what they do best, you can easily transfer those Facebook Lead Ads submissions to Pipedrive as contact People. Custom fields are supported as well, so you can create custom filters to categorize the incoming People.
Zapier’s Facebook Leads Ads Zap is a Premium app. To use it, you’ll need a Zapier paid plan.
To complete this process, you'll set up a Lead Ad in Facebook and create a connecting Zap in Zapier, which will add new leads to your Pipedrive People list.
Note: You can only add new Facebook leads to your People. Previously collected leads can't be passed over to Zapier or Pipedrive. Instead, export a CSV file of any leads collected prior to setup and import them to Pipedrive.
Before you begin creating your lead ads campaign, we advise having someone from your legal team review the questions you plan to ask on your form, as well as go over the lead ads policies and terms of service. Once you're ready, make sure you also have:
Go to your Ads Manager or Power Editor. In Ads Manager, click Create Ad in the top right. In Power Editor, click Create Campaign in the top left.
Choose Collect leads for your business as your ad objective, and choose the Page from the dropdown menu.
Review the Lead Ad Terms of Service and click Agree.
Enter a campaign name and click Set Audience & Budget.
Choose the audience for your ad, such as location, interests, age, and gender.
Set your Budget, Schedule, Audience, Placement, Optimization & Pricing and Delivery Type. You cannot target lead ads to people under the age of 18.
Once you've set your audience and budget details, click Choose Ad Creative.
Add text, images, or video for your ad. We recommend providing more context, as you'll be asking people to take a specific action. For more best practices, click here.
Add a Call To Action button, and choose a Conversion Tracking Pixel if necessary.
Under What information do you want to collect from people? click Create New Form.
Give your form a name and select a language. Keep in mind that the language you choose here is the language your audience will view your form in.
Under Show Advanced Options you can choose to: Edit field IDs to change the column names for your data when you export your leads. This may be useful if your CRM requires specific column names to receive your leads. Include organic leads when you download your leads. Choose this to include leads from people who see the ad because they've been tagged in the comments or have completed a form when viewing an ad preview in Ads Manager or Power Editor.
Under What information would you like to ask for?, note that Full name and Email address are already selected. More options can be selected, if desired.You can also use this section to create custom questions.
When you're finished adding questions — to a maximum of three — click Next.
Enter the website URL you wish people to go to after they complete your form, then click Next.
Navigate through your form preview and make any necessary changes.
Click Create Form.
After you set up your Lead Ad, test it to see how it appears on desktop and mobile devices. For more information on how to set up and test your Lead Ads, take a look at Facebook's guides on how to create a Lead Ad, preview the ads you create, and Facebook's Lead Ad Testing Tool.
Categorizing your People
In Pipedrive, filters can be created that will allow you to categorize your Deals, People, and Organizations into manageable groups. Now may be a good time to create specific filters in Pipedrive that target some of the specific criteria you expect to receive from Facebook ad leads. Learn more about how to create filters in Pipedrive here.
Configuring Your Zap in Zapier
Click here to get this Zap or in your Zapier account, add a Facebook Lead Ads Zap. Choose the Facebook Page and Lead Ad form you want to use.
You'll be able to select custom fields from your Lead Ad and match them with the custom fields you've created in Pipedrive.
Note: Your Facebook Lead Ads Zap will only pull lead data from the specific Lead Ad form associated with the Zap. To pass over lead data from a different Facebook Lead Ad form, set up a separate Zap.