Creating Follow-Up Tasks in Asana for Website Form Leads with Pabbly Connect

Learn how to create follow-up tasks in Asana for website form leads using Pabbly Connect. Step-by-step guide for seamless integration. 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

1. Accessing Pabbly Connect for Integration

To create follow-up tasks in Asana for website form leads, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by entering the URL Pabbly.com/connect in your browser.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account. Existing users can simply log in. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This will prompt you to select between the beta workflow builder and the classic builder. For this integration, choose the beta workflow builder for a modern experience. using Pabbly Connect

• Click on ‘Select’ to proceed.
• Name your workflow, for example, ‘Add Follow-Up Task in Asana for Web Form Leads.’
• Select the appropriate folder for your workflow.

After naming your workflow and selecting the folder, click on the ‘Create’ button. You will see a confirmation that the workflow has been created successfully, and you will be taken to the workflow page where you can add triggers.

3. Setting Up the Trigger for Website Form Leads

In this section, you will set up the trigger for your workflow. The trigger will initiate the workflow whenever a new submission is received from your website form. Click on the ‘Add Trigger’ button to start. using Pabbly Connect

From the list of applications, select ‘Landing G’ as your trigger app. Next, choose the event ‘New Lead from Landing Page’. After selecting the event, click on the ‘Connect’ button. Pabbly Connect will provide you with a webhook URL that you need to paste into your landing page form settings.

4. Configuring Your Landing Page to Use the Webhook

To connect your landing page form to Pabbly Connect, navigate to your landing page settings. Look for the option to integrate webhooks. You will need to paste the webhook URL provided by Pabbly Connect into the appropriate field. using Pabbly Connect

• Edit your landing page form settings.
• Scroll to the integration section and select the webhook option.
• Paste the webhook URL and set the request method to POST.

After saving the settings, publish your form. This will ensure that any submissions will trigger the workflow you set up in Pabbly Connect.

5. Creating a Task in Asana via Pabbly Connect

Now that your trigger is set, the next step is to create an action in Asana. In Pabbly Connect, click on ‘Add New Action Step’ and search for Asana in the application list. Select ‘Create Task’ as your action event.

Afterward, connect your Asana account by clicking on the ‘Connect’ button. You will need to allow Pabbly Connect to access your Asana account. Once connected, you will be prompted to fill in the task details such as workspace, project ID, task name, and notes. Use the data mapped from the previous step to fill in these fields dynamically.

Finally, click ‘Save and Send Test Request’ to create a task in Asana. Check your Asana account to confirm that the task has been created with the details from your form submission. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create follow-up tasks in Asana for website form leads using Pabbly Connect. By setting up triggers and actions within Pabbly Connect, you can automate your workflow efficiently. Start using Pabbly Connect today to enhance your business operations!