Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)

Export leads from Facebook to Pipedrive

Workflow
Revops
Intermediate

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:

PLEASE NOTE: When you use the Lead Ads Testing Tool many of the expected fields will return empty. When you create your own Leads Ads Form simply include more relevant values and the workflow will function as expected.


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.