How to Send Facebook Lead Ads Leads to Asana Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Asana using Pabbly Connect for seamless task management. Follow this step-by-step guide for automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Asana, first, access Pabbly Connect. Open your browser and navigate to Pabbly.com. Here, you will find the products menu where you can select Pabbly Connect.

If you are a first-time user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks monthly. If you already have an account, simply sign in. Once logged in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something like ‘Send Facebook Leads to Asana’ to keep it relevant. This naming will help you identify the workflow later. using Pabbly Connect

After naming, you will see a trigger window and an action window. The trigger denotes the event that starts the workflow, while the action specifies what happens next. In this case, the trigger is when a new lead is captured from Facebook Lead Ads.

• Click on the trigger window and select ‘Facebook Lead Ads’.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

After completing these steps, you will be ready to connect your Facebook account to Pabbly Connect, ensuring seamless data flow.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads, click on ‘Add New Connection’ and then select ‘Connect with Facebook Lead Ads’. Ensure you are logged into your Facebook account to authorize the connection. Once successful, you can select your Facebook page from the dropdown list. using Pabbly Connect

After selecting your page, choose the specific lead generation form you want to use. This is essential for capturing the right data. Click on ‘Save and Send Test Request’ to initiate the connection. At this point, Pabbly Connect will wait for a response from the Facebook Lead Ads form.

• Fill out the lead form on Facebook with sample data.
• Submit the form to capture the lead data in Pabbly Connect.

Once the form is submitted, check Pabbly Connect for the captured lead details, including name, email, and phone number. This data is crucial for the next steps in the integration process.

4. Creating a Task in Asana via Pabbly Connect

Now that the lead details are captured, it’s time to create a task in Asana. In the action step of Pabbly Connect, choose ‘Asana’ as the application. Then, select the action event ‘Create a Task’. using Pabbly Connect

Click on ‘Connect’ and authorize your Asana account, ensuring you are logged in. After connecting, you will be prompted to select your workspace and project where the task should be created. Choose the appropriate workspace and project from the dropdown menus.

Name the task, for example, ‘New Lead Details’. In the notes section, provide details like the lead’s name, email, and phone number. Map the lead details from the trigger response to the task description.

After filling in all the necessary fields, click on ‘Save and Send Test Request’. This will create a new task in Asana with the lead’s details, allowing your team to follow up promptly.

5. Testing the Integration Between Facebook Lead Ads and Asana

To ensure that everything works correctly, conduct a test by submitting another lead through your Facebook Lead Ads form. Once submitted, return to Pabbly Connect to see if a new task has been created in Asana.

Check the Asana project to confirm that the task appears with the correct details, including the assignee and due date. This step validates that the integration between Facebook Lead Ads and Asana via Pabbly Connect is functioning as intended.

Verify the task details in Asana to ensure accuracy. Check that the assigned team member receives notification of the new task.

This testing phase is crucial for confirming that your automation setup is effective, allowing you to manage leads efficiently through Asana.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Facebook Lead Ads with Asana. By following these steps, you can automate the task creation process, ensuring your team is always updated with new leads. This integration enhances efficiency and improves lead management.