1.Monitors new message on page
Integrate Facebook Messenger and mapping data to capture sender name and message text for deal creation.
Create CRM deals from incoming page message leads
Automatically monitor new page messages across Facebook Messenger and route them to CRM creation in Pipedrive. Create and update deals when new page message arrives, sender identifier matches, or message notes changeβso you can dedupe senders, create deals fast, and log reporting records without manual duplicate entry.
How this automation accelerates your new deal creation
When new page messages arrive, delays can cause missed conversations and duplicate deals. This automation maps message details to deal fields, dedupes by sender identifier, and creates both the deal and a lookup recordβso your team can act faster.
Facebook Messengeror swap with your favorite app
2.Finds sender lookup record
Integrate Zapier Tables and lookup data to search by sender identifier and return a found flag.
Zapier Tablesor swap with your favorite app
3.Stops processing if matched
Integrate Filter by Zapier and dedupe logic to continue only when no existing record is found.
Filter by Zapieror swap with your favorite app
4.Creates a CRM deal
Integrate Pipedrive and pipeline settings to create deals with deal title notes, owner, and initial stage.
Pipedriveor swap with your favorite app
5.Creates lookup record
Integrate Zapier Tables and reporting tables to write a lookup row linking sender identifier and deal reference.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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