When it comes to converting leads into sales, it’s important to strike while the iron is hot by reaching out to new and engaged leads when you’re still fresh on their minds.
Even if you’ve got all their data in your CMS, it can still be difficult to reach out to leads at the right time, such as when they’ve just opened one of your emails, engaged your website chatbot or clicked on one of your ads, as you may be notified of their activity too late.
However, with marketing and sales automation tools like Zapier you can take the margin for error out of the process by automating actions to occur whenever a lead engages with your marketing content or sales tools. If you’d prefer a human interaction, you can also set up automations that make sure you have all the data you need about leads.
Zapier automations enable you to act quickly by providing powerful integrations with over 2,000 apps, including Pipedrive, Google Ads and Facebook Lead Ads (you can find the Facebook Lead Ads Zapier-Pipedrive integration in our Marketplace). In this article we’ll discuss:
First off, what is Zapier? Zapier is a tool that enables you to connect your apps in different ways and build automated workflows. With Zapier, you can speed up and streamline important sales processes like:
When integrated with Pipedrive, Zapier bridges the gap between your sales pipeline and external tools through the use of Zaps.
A Zap basically completes a task you want to happen automatically. It works as a bridge between two apps and triggers the information flow based on “if this, then that” logic.
Once you’ve set up a Zap, every time “if this”, or a trigger occurs, Zapier will automatically initiate your specified “then that”, or action occurs. For example, Gmail users can use Zapier to connect their Gmail and Pipedrive accounts by setting up a Zap to send email templates when a deal is moved from one stage to another:
Trigger: If a lead moves from lead to client
Action: Then send “Welcome” email template
Instead of trying to keep track of what stage your leads are in manually, once you’ve set up this Zap your lead status will flow into your sales pipeline automatically. Plus, it requires zero coding or technical know-how to do it. Here are five more great Zaps you can use with Pipedrive.
As previously mentioned, time is of the essence when dealing with sales leads, and using Zapier to connect your Facebook lead ads to Pipedrive can make that process faster and more efficient by automating the process.
Some popular ways to connect Facebook Lead Ads and Pipedrive through Zapier include:
Create Pipedrive deals from new Facebook Lead Ads leads
Using the trigger and action model, previously discussed:
Trigger: If I capture a new Facebook lead
Action: Then create a new deal in Pipedrive
Bear in mind that you will not be able to add old Facebook Leads to Zapier. To do this, you’ll have to export a CSV file with previous contacts and import them into Pipedrive.
To implement this Zap, you’ll need:
If you were to do this manually, you’d have to export data every 90 days before it is deleted. However, by automating this process, whenever a new lead is captured by your Facebook Lead Ads, Zapier will create a new deal for it automatically on Pipedrive.
Add new leads from Facebook Lead Ads to Pipedrive as people
Again, using the trigger and action model:
Trigger: If I capture a new Facebook lead
Action: Then create a person in Pipedrive
To implement this Zap, you’ll need:
With this Zap active, you’ll be able to automatically create a person on Pipedrive whenever a new ad lead is detected on Facebook.
Add new Facebook Lead Ads leads to Pipedrive and enhance with Lead Score
Using the trigger and action model:
Trigger: If I capture a new Facebook lead
Action: Then find person and company information and create a person in Pipedrive
To implement this Zap, you’ll need:
This Zap enables you to see how valuable a potential lead may be. Zapier automatically takes Facebook Lead Ads submissions and checks them using Lead Score by Zapier to obtain more information about the lead. Then, Zapier adds the lead to Pipedrive with the information it found.
In the same way, Zapier connects your Facebook Lead Ads to Pipedrive, it can also automate the process of capturing information leads from your Google Ads account and sync them to your Pipedrive account.
Some popular ways to connect Google Ads and Pipedrive through Zapier include:
Add new Pipedrive people to Google Ads custom lists
Using the trigger and action model:
To implement this Zap, you’ll need:
The benefit of this Zap is it’s a quick and easy way to get your Google Ads to work more effectively for you. When using this Zap, new Pipedrive people will be added to Google Ads custom lists. Ultimately, this will allow past and potential customers to view your ads, leading to a higher probability of making a sale.
Add offline conversations in Google Ads for new Pipedrive deals
Using the trigger and action model:
To implement this Zap, you’ll need:
If you’re wondering how your current ad campaign is impacting business, you’ll need to look at offline and online conversions. With this Zap active, new Pipedrive deals will send offline conversions in Google Ads. As a result, you’ll be able to target new customers who are similar to your contacts using those conversations as a guide.
In addition to connecting your Facebook Lead Ads, Zapier can also be used to automatically send info between Pipedrive and Facebook Pages, Messenger and more.
Facebook Pages: Zapier allows you to automatically send info between Facebook Pages and Pipedrive. Zapier will automatically share messages from RSS, Instagram, WordPress, Twitter, and Slack to your Facebook Page with this easy to use integration.
Facebook Messenger: Zapier allows you to automatically sync leads from messenger to Pipedrive. This is typically triggered when a new message is sent to a page which causes the action of a new lead being sent to Pipedrive.
In addition to connecting your Google Ads, Zapier can also be used to sync the following Google features to Pipedrive:
Google Sheets: If you use Google Sheets to manage your company records, setting up this Zapier integration will ensure your data is always accurate and up to date, without any added time or effort by automating an infinite amount of functions:
Google Calendar: When someone sets up a meeting with you, there’s a number of things that need to be done, including creating the virtual meeting room, sending them a reminder and creating the activity in your CRM. Setting up this Zapier integration will save you time by:
Google Forms: With these Zaps, you’ll be able to automate the integration of Pipedrive and Google Forms by:
Google Contacts: With these Zaps, you can save yourself the hassle of exporting/importing contacts by automating the following:
Gmail: These Zaps allow you to automate many functions between Gmail and Pipedrive including:
Google Analytics: Google Analytics is perhaps the simplest all-in-one analytics tool for your website. Using Zapier, you’ll be able to automatically integrate data and information about leads to Pipedrive quickly and easily.
Automation can be a great time-saver, but we all know that relationships are still key to success in sales of any business. By effectively combining Zapier with Pipedrive and other apps you use in your business, you can create a marketing and sales pipeline that brings in the human element at a key stage in the customer journey, so you have a better chance at securing the sale.