How to Generate TickTick Tasks for New Facebook Leads Using Pabbly Connect

Learn how to automate generating TickTick tasks for new Facebook leads using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Facebook Lead Ads

To automate generating TickTick tasks for new Facebook leads, you first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect. Once you log in, navigate to the dashboard.

Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Facebook Lead Ads to TickTick’. This sets the foundation for your integration, allowing Pabbly Connect to manage the communication between Facebook and TickTick.

2. Configuring the Trigger in Pabbly Connect

In this step, you will configure the trigger to capture new leads from Facebook Lead Ads using Pabbly Connect. In the trigger window, select ‘Facebook Lead Ads’ as the app and choose ‘New Lead Instant’ as the trigger event.

• Select your Facebook page where the lead ads are running.
• Choose the lead generation form you want to use.
• Click ‘Save and Send Test Request’ to check the connection.

After saving, Pabbly Connect will wait for a new lead to be generated. You can test this by using the Facebook Lead Ads Testing Tool to create a dummy lead. This will allow you to see if Pabbly Connect captures the lead information correctly.

3. Setting Up the Action to Create Tasks in TickTick

Next, you will set up the action in Pabbly Connect to create tasks in TickTick. In the action window, select ‘TickTick’ as the app and choose ‘Create Task’ as the action event. This configuration allows Pabbly Connect to send the lead details to TickTick. using Pabbly Connect

Connect your TickTick account by clicking on ‘Connect with TickTick’. Once connected, you will need to specify the project ID where the new tasks will be created. This can be found in the URL of your TickTick project.

• Enter the project ID where tasks will be created.
• Map the task title using the lead’s name.
• Add a description that includes lead details like name, email, and phone number.

After mapping the required fields, click ‘Save and Send Test Request’ to verify that the task is created successfully in TickTick.

4. Testing the Automation Workflow

Once you have set up both the trigger and action, it’s time to test the entire workflow using Pabbly Connect. Generate a test lead using the Facebook Lead Ads Testing Tool again. This will simulate the lead generation process to ensure everything works seamlessly.

After generating the test lead, check your TickTick account to see if the task has been created. The task should reflect the lead’s details as specified during the setup process.

Confirm that the task title includes ‘New Lead – [Lead Name]’. Verify that the task description contains all relevant lead information. Ensure the priority and other settings are as configured.

This testing phase is crucial to ensure your automation is functioning correctly before going live.

5. Final Steps and Conclusion

After successfully testing your automation, you can finalize your setup in Pabbly Connect. Make sure to save your workflow to keep it active. You can also explore other integrations and automations available through Pabbly Connect to enhance your workflow.

With this integration, every time a new lead is generated through your Facebook ads, a corresponding task will be created in TickTick. This saves time and ensures you never miss following up with potential leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of TickTick tasks for new Facebook leads. This integration streamlines your workflow, allowing for efficient lead management. By following these steps, you can ensure that every new lead is captured and organized effectively in TickTick.