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Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

CRM automation guide | Zapier

How to automate your CRM with Zapier

CRM automation guide

The more information your lead ads pull in, the more often you have to export them (especially since they'll be deleted within 90 days). Activate this automation, however, and you won't have to worry about a thing: Whenever a new lead is captured by your Facebook Lead Ads, Zapier will automatically create a new deal for it on Pipedrive.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

New Activity

Triggers when an activity newly matches a Pipedrive filter for the first time.

Activity Matching Filter

New Deal

Triggers when a deal newly matches a Pipedrive filter for the first time.

Deal Matching Filter

New Note

Triggers when a new organization is created.

New Organization

Triggers when an organization newly matches a Pipedrive filter for the first time.

Organization Matching Filter

New Person

Triggers when a person newly matches a Pipedrive filter for the first time.

Person Matching Filter

New Project

Updated Deal Stage

Triggers when an existing deal is updated.

Updated Deal

Triggers when an existing organization is updated.

Updated Organization

Triggers when an existing person is updated.

Updated Person

Find Activity

Find Deal

 Finds multiple deals related to a specific person (with line item support).

Find deals associated with a person

Finds multiple Deals associated with a Person (with line item support). 

Find Deals Associated with a Person

Find Lead

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Multiple Leads

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Retrieve Note

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Notes

Find Organization

Find Person

Find Product

Finds a product or products by name, ID, or product code (with line item support).

Find Product(s)

Finds a project or projects by title or other fields.

Find Project(s)

Searches for tasks by title, description, or other criteria.

Find Task

Find User

Finds an activity by subject, or creates one if none is found.

Find or Create Activity

Finds a deal by name, or creates one if none is found.

Find or Create Deal

Finds multiple deals by title, notes or custom fields.

Find Multiple Deals

Finds a lead by name, or creates one if none is found.

Find or Create Lead

Finds an organization by name, or creates one if none is found.

Find or Create Organization

Finds a person by name, or creates one if none is found.

Find or Create Person

Finds a product by name, or creates one if none are found.

Find or Create Product

Finds a project by name, or creates one if none are found.

Find or Create Project

Adds an existing label to an existing person.

Add Label to Person

Add Product to Deal

Create Activity

Create Deal

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Attach File

Adds a follower to a deal, organization, person or product.

Add Follower

Create Lead

Create Note

Create Organization

Create Person

Create Product

Create Project

Create Task

Update Activity

Update Deal

Update Lead

Update Organization

Update Person

Updates an existing project in Pipedrive.

Update Project

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Pipedrive deals from new Facebook Lead Ads leads

As those lead ads do their job and gather emails, Zapier can route responders to your CRM—no need to wait until you export them. With this integration, a contact will be automatically created as a module entry in Zoho CRM from every new Facebook lead with all the details you need. You can take it from there!

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New Contact

Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".

New Entry in Module (Instant)

Triggers instantaneously when any entry is created in the specified module.

New Module Entry

Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New or Updated Contact

Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New or Updated Lead

Triggers instantaneously when any entry is created or updated in the specified module.

New/Updated Module Entry

Triggers when a new active user is added to your Zoho CRM account.

New User

Triggers instantaneously when a module entry is updated

Updated Module Entry

Find Contact

Find Module Entry

Finds multiple entries in a module (with line item support)

Find Module Entries

Find or Create Contact

Create module entry if entry does not exist

Create Module Entry

Add attachment to the selected Module entry

Add Attachment

Add Tag

Create Contact

Convert an existing lead to contact and account

Convert Lead

Creates a new entry within a specific module. Custom modules are only supported for those on Zoho's "Enterprise" plan.

Create Entry in Module

Update Contact

Update existing entry in the selected module

Update Module Entry

Relates an entry in this module with an entry in another module

Update Related Module Entry

Create/Update Module Entry

Create contacts on Zoho CRM from new leads from Facebook Lead Ads

In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow  with this Facebook Lead Ads-Salesforce integration and you'll never lag behind again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, keeping your CRM effortlessly up to date.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

CRM automation guide

How to automate your CRM with Zapier

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