Facebook Lead Ads allow you to run lead-generation campaigns on Facebook and Instagram. By default, Facebook collects the new incoming leads on their platform and you can easily download them as a CSV file. Without any integration to the rest of your stack, you'd have to export the CSV and import it to Pipedrive.
With the help of Outfunnel, you can make sure all your new leads get added to Pipedrive, helping you save time and drive more sales. Here's what it does:
Automatically add Facebook Lead Ads to Pipedrive as contacts— no more manually exporting-importing lists.
Map custom fields, so all the necessary data is synced to Pipedrive — and sales can easily create custom filters or lists to categorize the incoming leads accordingly.
Create leads, deals, activities or notes in Pipedrive for each submission.
💡 If you're an existing Facebook Custom Audiences user and want to sync Pipedrive contacts to Custom Audiences, see here for setup.
What you'll need to get started
Ensure you have accepted the terms of service. You can check this through https://www.facebook.com/ads/leadgen/tos
Admin access. Check that you have admin permissions for the page and admin permissions for the ad account.
Leads access. Check that you have leads access in Facebook. Please head to https://business.facebook.com -> Business settings -> Integrations -> Lead Access -> CRM. Add Outfunnel and enable permissions
Ensure you have at least one lead ad.
💡 Only Business Manager Lead Ads are supported. Ads Manager is currently not supported.
How to record Facebook Lead Ads form submissions in Pipedrive
1. Choose your apps
To get started head to Outfunnel > App connector and select your apps.
2. Authenticate your apps
Authenticate Facebook and Pipedrive, then create the connection.
3. Choose the form
Select the desired form from the dropdown. If your form is missing, please click on "Refresh fields" — the form should appear in a few moments. For troubleshooting see here.
4. Map the fields
Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in Pipedrive, create it in Pipedrive and click on "Refresh list".
💡 Custom form fields
Supported: Multiple Choice and Short Answer
Not supported: Conditional and Appointment Request.
Facebook Ads-Pipedrive connection setup in Outfunnel
5. Define how you'd like form submissions to be recorded
Base action
A contact (person) is always created first.
Additional actions: choose to create an activity, a note, a lead or a deal, or update a field.
Leads/Deals: you can also choose to always create a new lead/deal, only when a new contact is also created or when an existing lead/deal does not exist.
6. Activate connection and submit a test lead
Click on Activate to put the connection live.
An example of a Facebook Lead Ads submission in Pipedrive.
You can now test how contacts will be created in Pipedrive by submitting a test form submission.
Go to Facebook developer tools
Click on "preview form" and use an email address that does not yet exist in Pipedrive (do not click on "Create lead")
Submit the form
The submission should appear in Pipedrive within 30 seconds.
For more detailed information on how to test the Facebook Lead Ads, please check this video.
⚠️ See here for common issues and fixes if the sync is not working
How to disconnect Facebook from Outfunnel
Facebook: Follow instructions
Outfunnel: Go to Integrations and click Disconnect next to Facebook