How to Automatically Add Facebook Leads to Monday.com Using Pabbly Connect

Learn how to automate adding Facebook leads to Monday.com using Pabbly Connect in this detailed step-by-step 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. Accessing Pabbly Connect for Integration

To automatically add Facebook leads to Monday.com, first access Pabbly Connect. This platform is essential for connecting your Facebook lead ads with Monday.com seamlessly. Start by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where the integration process begins, allowing you to automate the transfer of leads from Facebook to Monday.com.

2. Creating a Workflow in Pabbly Connect

Now, let’s create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and choose the beta version for a modern experience. Name your workflow ‘Automatically Add Facebook Leads to Monday.com’ and select your desired folder.

• Select the beta version for a faster and more flexible user experience.
• Give your workflow a descriptive name for easy identification.
• Choose the appropriate folder to keep your workflows organized.

After naming your workflow, click on ‘Create’ to finalize the setup. This step is crucial as it establishes the framework for your automation.

3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger. Choose ‘Facebook Lead Ads’ as your trigger application and select ‘New Lead Instant’ as the event. This will allow Pabbly Connect to respond whenever a new lead is generated.

Click on ‘Connect’ to establish a new connection with your Facebook account. Make sure you are logged into Facebook in the same browser to simplify the authentication process.

• Select your Facebook page where the lead ads are running.
• Choose the lead generation form you want to connect.
• Enable the simple response option for organized data.

Once these details are filled in, click on ‘Save and Send Request’ to test the connection. This step is crucial to ensure that Pabbly Connect captures the lead information correctly.

4. Testing Lead Generation from Facebook

After setting up your trigger, it’s time to test lead generation. Go back to your Facebook lead ads and use the leads testing tool by Meta to create a test lead. Fill in the necessary details and submit the form.

Once you submit the test lead, return to Pabbly Connect to check if the data has been captured successfully. This is a vital part of the process as it verifies that the integration works as intended.

Ensure you delete any previous test leads to avoid conflicts. Refresh the leads testing tool page to see the latest changes. Confirm that the lead data appears correctly in Pabbly Connect.

Once confirmed, you can proceed to the next step, which involves setting up the action in Monday.com.

5. Adding Action to Create Item in Monday.com

In this section, you will configure the action step in Pabbly Connect. Choose Monday.com as the action application and select ‘Create Item’ as the event. This sets up the action that will occur once a new lead is captured.

To connect to Monday.com, you will need to enter your API token. Navigate to your Monday.com account, click on your profile icon, select ‘Developers’, and then ‘API Token’. Copy this token and paste it back into Pabbly Connect.

Select the correct board ID and group name for the new item. Map the lead details from Facebook to the fields in Monday.com. Click ‘Save and Send Request’ to finalize the action.

After completing these steps, check your Monday.com account to confirm that a new item has been created with the lead details. This completes the integration process using Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect allows you to automatically add Facebook leads to your Monday.com account efficiently. By following the steps outlined, you can streamline your lead management process and enhance your workflow.