Facebook Leads to ClickUp Task Automation Using Pabbly Connect

Learn how to automate Facebook leads to ClickUp tasks using Pabbly Connect with this step-by-step tutorial. Streamline your workflow today! 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 Automation

To automate Facebook leads to ClickUp tasks, you first need to access Pabbly Connect. Open a new tab and type Pabbly.com/connect in the URL bar. Once you land on the homepage, you will see options to sign in or sign up.

If you’re a new user, click on Sign Up Free to create an account. Existing users can simply click Sign In. Upon signing up, you will receive 100 free tasks every month to practice using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the Create Workflow button, and you will be prompted to select a workflow builder. Choose the Beta Workflow Builder for a modern experience.

• Select your workflow name, e.g., Create ClickUp Task for Facebook Leads.
• Choose a folder for better organization, such as Automation.
• Click Create to finalize your workflow setup.

Now you will be taken to the workflow page where you can set up your trigger application, which is Facebook Lead Ads in this case. This is where Pabbly Connect starts to automate your tasks.

3. Setting Up Facebook Leads as Trigger

To set up Facebook Leads as the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose the event New Lead Instant to initiate the workflow when a new lead is received.

Next, click on the Connect button. If you are creating a new connection, click Add New Connection. You will need to log into your Facebook account to authorize the connection. Select your Facebook page and form that you want to receive leads from. Ensure to select the New Leads option for specific form leads.

4. Testing the Connection and Receiving Leads

After setting up your trigger, it’s time to test the connection. Click on Save and Send Test Request. You will see a status change indicating that it is waiting for a webhook response. To trigger this, submit a new lead using the Lead Ad Testing Tool provided by Facebook.

Once you submit the form with your lead details, return to Pabbly Connect to check if the lead details have been captured successfully. This step ensures that the connection is working correctly and that your leads are being received.

5. Creating Tasks in ClickUp Using Pabbly Connect

Now that you have successfully received leads in Pabbly Connect, it’s time to create tasks in ClickUp. Select ClickUp as your action application and choose the event Create Task.

For this step, you will need to connect your ClickUp account by entering your API token. Obtain this from your ClickUp account settings. Once connected, map the lead details from Facebook to the ClickUp task fields, such as task name, description, and due date.

• Map the lead’s first and last name as the task name.
• Include additional details like email and phone number in the task description.
• Click Save and Send Test Request to create the task.

After successfully sending the test request, check your ClickUp account to confirm that the task has been created with the lead details.

Conclusion

In this tutorial, we explored how to automate Facebook leads to ClickUp tasks using Pabbly Connect. By following these steps, you can streamline your workflow and eliminate manual task creation. Start using Pabbly Connect today to enhance your automation capabilities!