When lead information is registered in Facebook Ads, add the lead to Pipedrive as well.

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■Overview

This flow creates a lead in Pipedrive when lead information is registered in Facebook Ads.

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■Recommended for

1. Facebook Ads Managers

・Those who want to avoid the hassle of manually entering lead information acquired from Facebook Ads into Pipedrive

・Those who want to reduce input errors of lead information

・Those who want to automatically sync lead information between Facebook Ads and Pipedrive

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2. Sales Representatives

・Those who want to quickly respond to lead information acquired from Facebook Ads on Pipedrive

・Those who want to centrally manage the progress of leads in Pipedrive

■Benefits of Using This Template

Facebook Ads is a tool for acquiring new customers, but the task of linking acquired lead information with other sales management tools often becomes manual, requiring time and effort. Additionally, the process of registering lead information in Pipedrive is complex and prone to errors.

By utilizing this flow, you can automatically register lead information obtained from Facebook Ads into Pipedrive, eliminating the need for manual transcription, significantly improving work efficiency, and reducing the risk of human error.

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■Notes

・Please integrate both Facebook Ads and Pipedrive with Yoom.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

Meta Ads (Facebook)

At Yoom, it is possible to utilize Meta Ads (Facebook) API without any coding. You can automate tasks such as obtaining report information like account reports and ad group reports from Meta Ads (Facebook) and extracting the report content into spreadsheets daily.

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Google Ads

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Meta Ads (Facebook)

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Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

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