How to Create ClickUp Tasks with Custom Fields for Facebook Leads Using Pabbly Connect

Learn how to automate ClickUp tasks from Facebook Lead Ads using Pabbly Connect. Follow this detailed tutorial to streamline your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create ClickUp tasks with custom fields for Facebook leads, we first need to access Pabbly Connect. This integration platform allows us to automate workflows between Facebook Lead Ads and ClickUp seamlessly.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get access to 1000 tasks every month. Existing users should sign in to their accounts. Once signed in, you will see the dashboard where you can manage your integrations.

2. Creating a Workflow in Pabbly Connect

To set up the integration, we need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Create ClickUp Task with Custom Fields for Facebook Leads’.
• Select a folder to save the workflow, such as ‘Facebook Leads Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will initiate the workflow setup process, where you will define the trigger and action steps for the automation.

3. Setting Up the Trigger with Facebook Lead Ads

The first step in our automation is to set up the trigger. Click on the ‘Trigger’ section in Pabbly Connect and select ‘Facebook Lead Ads’ as the trigger application.

For the trigger event, choose ‘New Lead Instant’. This configuration means that every time a new lead is generated via Facebook Lead Ads, it will trigger the workflow. Click on ‘Connect’ to link your Facebook account with Pabbly Connect.

• Authorize your Facebook account.
• Select the Facebook page associated with your leads.
• Choose the lead generation form you have created.

After setting up the trigger, you will need to test it to ensure it captures the lead data correctly. Generate a test lead using the Facebook Lead Ads testing tool to confirm that Pabbly Connect captures the information successfully.

4. Setting Up the Action to Create ClickUp Tasks

Once the trigger is successfully set up, it’s time to define the action step. Click on the ‘Action’ section in Pabbly Connect and select ‘ClickUp’ as the action application.

For the action event, choose ‘Create Task with Custom Fields’. This action will create a new task in your ClickUp account with the details of the lead captured from Facebook.

Connect ClickUp by entering your API token. Select the workspace and space where the task will be created. Map the lead details such as name, email, and phone number into the task description.

After mapping the fields, save the configuration and send a test request to ensure that a task is created in ClickUp as expected.

5. Testing the Integration

To finalize the setup, we need to test the integration thoroughly. After setting up the action in Pabbly Connect, generate another test lead using the Facebook Lead Ads testing tool.

Once the test lead is generated, check your ClickUp account to confirm that a new task has been created with the correct details. The task should include the name, email, phone number, and any custom fields you configured.

Verify that the task title reflects the new lead received. Ensure the task description contains the lead information. Check that custom fields like source are correctly populated.

If everything is set up correctly, your integration will now automatically create tasks in ClickUp whenever a new lead is generated through Facebook Lead Ads, streamlining your lead management process.

Conclusion

This tutorial demonstrated how to create ClickUp tasks with custom fields for Facebook leads using Pabbly Connect. By following these steps, you can automate your lead management effectively and enhance productivity.