Integrate Facebook Lead Ads and Asana Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Asana using Pabbly Connect to automate task creation for your leads. 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

Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with Asana, first access Pabbly Connect. This platform allows you to automate workflows without coding. Simply visit the Pabbly Connect website and log in using your credentials.

If you are a new user, you can sign up for free and get started with 100 tasks each month. Once logged in, navigate to the dashboard where you can create new workflows. This is the first step in setting up your automation between Facebook Lead Ads and Asana.

Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create Asana Task from Facebook Lead Ads’. Select the folder where you want to save this workflow.

Once the workflow is created, you will be directed to the workflow window. Here, you will set up the trigger and action. The trigger will be Facebook Lead Ads, which initiates the workflow when a new lead is generated. This setup is crucial as it allows Pabbly Connect to act as the central hub for your integrations.

Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

In the workflow window, select Facebook Lead Ads as your trigger application. Then, choose the trigger event, which should be set to ‘New Lead Instant’. This event indicates that the workflow will start as soon as a new lead is captured from your Facebook Lead Ads.

Click on the ‘Connect’ button to establish a connection with your Facebook account. If you have not connected your Facebook Lead Ads account before, you will need to add a new connection. Follow the prompts to log in and authorize Pabbly Connect to access your Facebook account. Once connected, select the appropriate Facebook page and lead generation form to proceed.

• Choose your Facebook page from the list.
• Select the lead generation form you want to use.
• Click on ‘Save and Send Test Request’ to test the connection.

Once the test is successful, Pabbly Connect will capture the details of the lead, allowing you to proceed to the next step of the automation.

Creating a Task in Asana Using Pabbly Connect

Now that you have set up Facebook Lead Ads as the trigger, it’s time to set up the action. Select Asana as the action application and choose the action event as ‘Create Task’. This action will create a new task in your Asana account every time a new lead is generated from Facebook.

Click on ‘Connect’ to establish a connection with your Asana account. Similar to the previous step, if you haven’t connected Asana yet, you will need to add a new connection. Once authorized, select the workspace and project where you want the task to be created.

• Map the task name to include the lead’s first and last name.
• Add notes to the task, including all relevant lead details.
• Assign the task to a team member in Asana.

After completing these fields, click on ‘Save and Send Test Request’. This will create a task in Asana using the details from the Facebook lead, demonstrating the effectiveness of Pabbly Connect in automating your workflow.

Finalizing and Testing Your Workflow in Pabbly Connect

After successfully creating the task in Asana, you should test your workflow to ensure everything is functioning correctly. Go back to the Facebook Lead Ads testing tool and submit a test lead. This will trigger the workflow you set up in Pabbly Connect.

Once the test lead is submitted, check your Asana account to see if the new task has been created with the correct details. This final test confirms that your integration is working seamlessly, allowing your team to follow up on leads efficiently.

In summary, by using Pabbly Connect, you have successfully set up an automated workflow that connects Facebook Lead Ads with Asana. This integration not only saves time but also enhances your team’s productivity by ensuring that no lead is overlooked.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Lead Ads and Asana effectively. This integration automates task creation for new leads, streamlining your workflow and enhancing team efficiency.