How to Create Monday.com Item for Facebook Lead Ads Using Pabbly Connect

Learn how to automate creating items in Monday.com from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create items in Monday.com for Facebook Lead Ads, we will utilize Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. You will find various Pabbly applications. Select Pabbly Connect to begin setting up your automation workflow. Click on the ‘Create Workflow’ button located in the top right corner to initiate the process.

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow. Enter a descriptive name such as ‘Create Monday.com Item for Facebook Lead Ads’. Next, select a folder to save your workflow. Choose an appropriate folder from your existing Pabbly Connect folders. using Pabbly Connect

• Name your workflow appropriately.
• Select a specific folder for organization.

Finally, click on the ‘Create’ button to finalize your workflow setup. You will now see trigger and action windows, which are crucial for the automation process. The trigger application will be Facebook Lead Ads, while the action application will be Monday.com.

3. Setting Up Facebook Lead Ads as Trigger

For the trigger setup, click on the arrow to choose your trigger application, which should be Facebook Lead Ads. Select the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, Pabbly Connect captures the response immediately.

Click on the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. A new window will appear prompting you to add a new connection. Select your Facebook page and lead generation form to complete the connection.

• Select your Facebook page (e.g., Innova Tech).
• Choose the lead generation form (e.g., Lead Ads Form).

Click on ‘Save and Send Test Request’ to check if Pabbly Connect successfully captures the lead data. You can use the lead ads testing tool to generate a test lead to verify the setup.

4. Configuring Monday.com as Action Application

Next, we will set up Monday.com as the action application. Select Monday.com from the action application options and choose the action event as ‘Create Item’. This action will ensure that whenever a lead is generated, an item is automatically created in your Monday.com account.

Click on the ‘Connect’ button to link Monday.com with Pabbly Connect. You will need to enter your personal API token from your Monday.com account. To find this token, navigate to your Monday.com profile, go to ‘Account Administration’, and select ‘API’ to copy the token.

Access your Monday.com account settings. Copy the personal API token.

Paste the token in Pabbly Connect and click ‘Save’. After establishing the connection, you will need to provide details such as board ID and group name for the item creation.

5. Finalizing the Integration Setup

In this step, you will specify the board ID and group name in Monday.com where the new items will be created. Select the board ID corresponding to your new leads and the group name as ‘Facebook Leads’. This ensures that all leads from Facebook are organized in the correct group.

For the item name, map the data from the previous trigger step, which will dynamically insert the lead’s information such as first name, last name, email, and phone number. After filling in all required fields, click on ‘Save and Send Test Request’ to complete the setup.

Finally, check your Monday.com account to confirm that the new item has been created successfully. This confirms that the integration between Facebook Lead Ads and Monday.com through Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to automate the creation of items in Monday.com from Facebook Lead Ads using Pabbly Connect. By following these steps, you can efficiently manage your leads and streamline your workflow.