Export leads from Facebook to Pipedrive

Workflow

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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The purpose of this workflow is to capture leads from Facebook Lead Generation Ads and use these to create and update persons in Pipedrive.

This workflow is fired every time a Facebook Lead Ad form is filled in and submitted:

Prerequisites

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To implement this workflow, you will need the following:

• API credentials for Facebook Business and Pipedrive

• You have a verified developer account for Facebook with the ability to create apps for your business

Getting Live

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Click 'Use Template' to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Pipedrive.

End Result

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Key workflow steps

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The following diagram gives a simplified breakdown of the key steps in the workflow:

Transform Facebook Form

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The workflow uses the JSON Transformer to dynamically reformat / restructure the Facebook Lead Generation Ad data and map it to a machine-readable format.

Below demonstrates how the value email is mapped to the value test@fb.com.

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{
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    "name": "email",
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    "values": [
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        "test@fb.com"
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    ]
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},

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{
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    "result": {
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        "email": "test@fb.com"
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    }
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}

This can then be passed to the Pipedrive 'Email' column when creating / updating persons:

Standardize

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This Object Helpers step transforms the Facebook Lead Generation Ad data into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

For each lead we will then have a simple object which can be easily accessed by later Pipedrive steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:

Validate Email

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The lead’s email address is validated for the appropriate user@domain.com format

Create / Update persons

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A search is made for an existing person in Pipedrive using the lead’s email address as the unique identifier.

If a Pipedrive person does exist, the person record is updated.

If a Pipedrive person does not exist, a new person record is created.