Learn how to integrate Facebook Lead Ads with Monday.com using Pabbly Connect to automate item creation effortlessly. Follow our detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To begin integrating Facebook Lead Ads with Monday.com, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and receive 100 tasks each month.
Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to open the dashboard. Here, you can start creating your workflow for the integration.
Creating a Workflow in Pabbly Connect
In this step, you will create a workflow to automate the process of adding items in Monday.com whenever a new lead is generated through Facebook Lead Ads. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect
A dialog box will appear asking for a workflow name. Enter ‘Create Monday.com Item for Facebook Lead Ads’ and select a folder to save this workflow. Once done, click on ‘Create’ to establish your workflow.
- Name your workflow appropriately.
- Select a folder for organization.
Now your workflow is created, and you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, and the action is what happens as a result.
Setting Up the Trigger for Facebook Lead Ads
The trigger application for this integration is Facebook Lead Ads. Click on the arrow in the trigger section to select Facebook Lead Ads as your trigger application. Then, choose the trigger event, which should be ‘New Lead Instant’.
Next, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. A new window will prompt you to add a new connection. You’ll need to authorize the connection by selecting the appropriate Facebook page and lead form.
- Select your Facebook page (e.g., Innova Tech).
- Choose the lead form you created for ads.
After setting this up, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to capture the lead data when a new lead is generated.
Setting Up the Action to Create an Item in Monday.com
Now, proceed to set up the action application, which will be Monday.com. Select Monday.com as your action application and choose the action event as ‘Create Item’. This action will ensure that a new item is created in your Monday.com account each time a lead is captured.
Click on ‘Connect’ to link Monday.com with Pabbly Connect. You will need to provide the API token from your Monday.com account to establish this connection. Navigate to your Monday.com account, go to your profile, and copy the API token from the API section.
Access your Monday.com profile settings. Copy the API token for integration.
Paste this token back in Pabbly Connect and click on ‘Save’. You will then be prompted to select the Board ID and Group Name where the new item will be created.
Finalizing the Integration and Testing
To finalize the integration, provide the Board ID and Group Name in your Monday.com account where you want the leads to be added. For example, select the ‘New Leads’ board and the ‘Facebook Leads’ group. using Pabbly Connect
Next, you will map the data from the Facebook lead to the corresponding fields in Monday.com. This includes mapping the first name, last name, email, and phone number from the lead data to the item fields in Monday.com.
Map the first name and last name from the lead. Ensure all relevant fields are filled correctly.
After mapping the data, click on ‘Save and Send Test Request’. This will create a test item in your Monday.com account. Check your Monday.com account to confirm that the item has been created successfully.
Conclusion
In this tutorial, we successfully integrated Facebook Lead Ads with Monday.com using Pabbly Connect. This automation allows you to create items in Monday.com automatically whenever a new lead is generated, streamlining your workflow and enhancing productivity.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following these steps, you can effectively utilize Pabbly Connect to automate various applications and improve your business processes.