Integrate Facebook Leads with Trello Using Pabbly Connect

Learn how to automate the integration of Facebook leads with Trello using Pabbly Connect. Follow our step-by-step guide for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Facebook leads with Trello, first access Pabbly Connect. You can sign up for free and receive automation tasks each month. This integration allows you to automate the process without any coding.

Once you have signed up, log in to your Pabbly Connect dashboard. Here, you will find the option to create a new workflow, which is essential for setting up your automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Trello Cards for New Facebook Leads’. This name will help you identify the workflow later.

• Click on the ‘Create’ button to start building your workflow.
• Understand the basic structure: a trigger event (new lead from Facebook) and actions (creating a Trello card).

After clicking ‘Create’, you will see the workflow page with options to set up the trigger and actions. This is where the integration magic happens using Pabbly Connect.

3. Setting Up the Trigger with Facebook Lead Ads

For this integration, select Facebook Lead Ads as your trigger application in Pabbly Connect. The trigger event will be set to ‘New Lead’. This means that every time a new lead comes in, it will trigger the workflow.

Next, connect your Facebook account. Click on the ‘Connect’ option, which will prompt you to log in to your Facebook account. After logging in, select the Facebook page associated with your lead ads and the specific lead form you want to use.

4. Generating a Test Lead to Capture Data

To ensure everything is set up correctly, you will need to generate a test lead. Use the Facebook Lead Ads Testing Tool to create a dummy lead. Fill out the form with test data and submit it.

• Select the Facebook page and lead form for testing.
• Submit the test lead and return to Pabbly Connect to confirm the data is captured.

After submitting the test lead, go back to your Pabbly Connect workflow. You should see the captured lead data, which will be used to create a Trello card.

5. Creating a Trello Card with Captured Lead Data

Now, it’s time to set up the action in Pabbly Connect. Search for Trello and select the action event ‘Create a Card’. This action will create a new card in Trello whenever a lead is generated.

Connect your Trello account by entering your username, API key, and token. You can find these details in your Trello account settings. Once connected, select the board and list where you want the new card to appear.

Map the lead details to the card fields, such as name, email, and phone number. Test the connection by clicking ‘Save and Send Test Request’ to ensure the card is created successfully.

Check your Trello board to confirm that the new card has been created with the correct lead information. This setup allows your team to stay updated on new leads instantly.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Facebook leads with Trello. This automation ensures your team receives immediate notifications about new leads, streamlining the lead management process.