1.Detect new lead form submission
Integrate Facebook Lead Ads to capture new form submissions and trigger downstream CRM actions.
Create CRM opportunities and calling contacts from leads
Automatically capture Facebook Lead Ads lead form submissions across Pipedrive and SMS outreach. Create CRM organizations, people, deals, and call activities, and send a templated SMS acknowledgment, so you can keep lead data complete without manual CRM entry.
How this automation creates CRM leads and activities
When new lead form submissions arrive, manual entry delays outreach and leaves CRM data incomplete. This automation checks for matching records and creates organizations, people, deals, and call activitiesβso your team can follow up with context.
Facebook Lead Adsor swap with your favorite app
2.Search organization by name
Integrate Pipedrive and CRM lookups to search for an organization match and qualify records.
Pipedriveor swap with your favorite app
3.Create organization on miss
Integrate Pipedrive and CRM record creation to create an organization when no exact match is found.
4.Create person
Integrate Pipedrive and contact management to create a person and link it to the organization.
5.Create deal and call activity
Integrate Pipedrive and activity tracking to create a deal and a discovery call activity for follow up.
6.Send SMS acknowledgment
Integrate Sinch Engage SMS and messaging templates to send a templated acknowledgement to the lead.
Sinch Engage SMSor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
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