Capture & qualify leads instantly — directly inside Meta ads
Stop losing prospects to slow form pages and manual follow-ups. With Meta Instant Forms, prospects submit their details without ever leaving Facebook or Instagram — meaning higher completion rates and faster conversions. When combined with an automated Pipedrive sync, every lead flows directly into your sales pipeline in real time.
📈 Instant impact: forms load quickly, often pre-filled with profile data, reducing friction and boosting form submissions.
Transform form submissions into qualified opportunities
Meta Instant Forms generate high-intent leads — people already interested in your offer — but without integration, those leads can sit idle. Syncing them automatically with Pipedrive means:
Leads are routed to your team instantly
No manual exporting or lost files
Follow-ups happen while interest is fresh
Data flows in real time so your sales reps can act immediately and close more deals, not chase spreadsheets.
Turn engagement into action without lifting a finger
Manual lead processing kills momentum. Integrate Meta Instant Forms with Pipedrive and automate:
Lead capture and CRM entry
Instant notifications for new leads
Lead scoring triggers and task assignments
This reduced friction means faster responses and higher conversion potential — giving you a competitive edge where seconds matter.
Boost lead quality and sales velocity
Meta’s Instant Forms keep users inside the app and auto-fill data, which makes them easier to complete and increases lead volume and accuracy. With a direct Pipedrive integration:
Real-time syncing ensures no lead goes missing
Faster follow-up correlates with higher conversion rates
Automated workflows free your team for selling, not data entry
Capture high-intent prospects efficiently and turn them into revenue-driving opportunities in minutes — not days.
What they say #2
eXpanby at a glance
Real CRM clarity. Measurable sales impact.
We help growing teams turn Pipedrive into a system they actually trust. Every setup, optimisation, and workflow is designed to support real sales decisions.
Need Help?
Don't hesitate to contact us for more help.
Whether you’re exploring Pipedrive for the first time or you’re looking to optimise your existing setup, eXpanby’s experts are here to guide you.
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Sales & CRM Questions
Frequently Ask Questions.
Your questions, explained – we’ve gathered the queries we hear most often and given straightforward responses to help you decide if we’re the right partner.
eXpanby is a team of CRM professionals specialising in Pipedrive implementation, onboarding, and sales process automation. We design CRM systems not just for management visibility but for sales teams to actually use in their daily work. Our goal is to help businesses unlock new revenue opportunities, automate repetitive administrative tasks, improve collaboration, and focus on building stronger customer relationships. We integrate tools such as Meta, LinkedIn, WhatsApp, ERP systems, Field Service Management platforms, VoIP solutions, Business Intelligence tools and more, creating one connected ecosystem around Pipedrive.
We primarily work with small and medium-sized businesses across industries including Technology and IT, Energy and Utilities, Agriculture, Manufacturing, Business Services, Healthcare, Automotive, Finance, Construction, Professional Services, and Media and Entertainment. We serve clients across Europe and beyond. Our multilingual team supports Latvian, Lithuanian, Estonian, Ukrainian, English, Russian, German, and Polish, ensuring smooth CRM adoption and communication across international teams.
Our quick-start onboarding approach allows your Pipedrive CRM to go live quickly and efficiently. We set up the system structure, pipelines, user roles, permissions, data migration, essential automations, reporting dashboards, and key integrations. After the setup, we train administrators, managers, and sales users so everyone understands how to use the system confidently. In just a few focused sessions, your team can begin working in a fully functional CRM environment and start closing deals, with optional follow-up sessions to refine and optimise the setup.
We build custom integrations that connect Pipedrive with a wide range of business tools including Meta advertising platforms, LinkedIn and Surfe, WhatsApp, VoIP systems such as CloudTalk, Field Service Management solutions like Frontu, ERP and accounting systems, Business Intelligence dashboards, websites and lead forms, and mobile productivity environments such as Samsung DeX. If your system has an API, we can integrate it. Our goal is to eliminate double data entry and create a single, reliable source of truth across marketing, sales, finance, and operations.
CloudTalk integrates your calling system directly into Pipedrive, allowing sales teams to make and receive calls within the CRM. All call activities are automatically logged under contacts and deals, recordings can be stored, and workflows can be triggered based on call outcomes. This improves visibility into communication history, ensures consistent follow-ups, and enhances team performance tracking.
The Frontu integration connects sales and service operations by automatically creating service jobs when a deal is marked as won in Pipedrive. Customer and asset data synchronise between systems, technicians update job progress in Frontu, and completion notes sync back to Pipedrive so sales teams stay informed in real time. Samsung DeX enhances mobility by allowing sales professionals to use Pipedrive in a desktop-like environment directly from their mobile device, which is especially useful for field sales, on-site presentations, and immediate deal updates.
Surfe connects LinkedIn directly with Pipedrive, enabling users to add LinkedIn contacts to the CRM with a single click and synchronise conversation history. It enriches contact data and allows deals to be created directly from LinkedIn interactions. This significantly streamlines outbound prospecting and reduces manual data entry for sales teams relying on LinkedIn for lead generation.
Yes. Our role does not end after implementation. We provide both on-site and online training for administrators, managers, and sales representatives, along with continuous support and process optimisation guidance. As your business evolves, we help refine workflows, integrations, and automation to ensure your CRM continues to support your growth. We position ourselves as a long-term partner focused on sustainable sales success rather than a one-time implementation provider.
Grow your business with eXpanby
Don’t let a bad sales process cost you 10% of revenue
Only 14% of companies have a clear, consistently followed sales process, meaning most businesses are winging it and wasting precious time. This lack of structure has a real price: 44% of companies lose more than 10% of their annual revenue because of inaccurate CRM data and disjointed workflows.