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Facebook Conversions + Pipeline CRM

Track new Pipeline CRM persons by sending funnel events in Facebook Conversions

This workflow helps to swiftly expedite your marketing process. When a new contact is added in your Pipeline CRM system, it will immediately relay a funnel event in the Facebook Conversions app. It's an ideal way to streamline communication between your sales and marketing efforts, ensuring that each new potential client in Pipeline is instantly targeted with relevant Facebook ads for the highest conversion rates.

When this happens...
New PersonTriggers when a new person, lead, or contact is created in your Pipeline CRM account.
TriggerInstant
automatically do this!
Send Funnel EventPublish lead updates from your funnel.
ActionWrite

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More things you can do with Pipeline CRM and Facebook Conversions

Discover other triggers and actions you can use with Pipeline CRM and Facebook Conversions

- Field to Watch
  Required
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is marked as lost in your Pipeline CRM account.
Trigger
Instant
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Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Trigger
Instant
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Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Trigger
Instant
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- Stage
- Status
- Source
Trigger
Instant
Try It

New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Trigger
Instant
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New Company
Triggers when a new company is created in your Pipeline CRM account.
Trigger
Instant
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- Status
- Source
- Stage
Trigger
Instant
Try It
- Field to Watch
  Required
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
Action
Write
- Name
  Required
- Description
- Due Date
- Association Type
- Category
- Owner ID
Action
Write
- Name
  Required
- Expected Close Date
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Email
- Phone
Action
Write
- Event ID
  Required
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
Action
Write
- Id
  Required
- First Name
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
Action
Write
- Person ID
- Deal ID
- Company ID
- Category
- Author
Action
Search
- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
Action
Search
- Email
- Phone
Action
Search
- Name
  Required
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
- Expected Close Date
- Value
- Stage
- Source
- Summary
- Probability
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Search or write
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
Action
Write

- Field to Watch
  Required
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- Company
  Required
Action
Write
- Name
  Required
- Description
- All Day?
- Association Type
- Start Date & Time
  Required
- End Date & Time
  Required
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
Action
Write
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
Action
Write
- Id
  Required
Action
Write
- Task ID
  Required
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- Expected Close Date
- Name
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Owner
Action
Write
- File URL
  Required
- Title
- Deal
- Person
- Company
- Owner
Action
Write
- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company Name
- Company ID
- Type
- Position
- Lead Source
- Lead Status
- Owner
- LinkedIn URL
- Tags
Action
Search
- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
- Website
- Address 1
- Address 2
- Postal Code
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- Facebook URL
- Image URL
- Owner
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company
- Company ID
- Type
- Title / Position
- Source
- Status
- Owner
- LinkedIn URL
- Tags
- Check for Duplicates?
- Mobile
- Phone
- Website
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Summary
- Image URL
- Facebook URL
- Twitter Username
- Owner
Action
Search or write
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
Action
Write

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

Facebook

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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