Automate Task Creation in Asana with Pabbly Connect for Landing Page Leads

Learn how to automatically create tasks in Asana from landing page form leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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

Pabbly Connect is the central platform that facilitates the integration between your landing page form and Asana. To get started, visit Pabbly Connect by typing pabby.com in your browser. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. New users can create an account by clicking on ‘Sign Up for Free,’ which provides 100 free tasks monthly.

Once logged in, you will be directed to the Pabbly Apps page. Here, click on the Pabbly Connect option to access your dashboard. This dashboard allows you to manage all your workflows effectively. To create a new workflow, click on the ‘Create Workflow’ button and select the new beta workflow builder for a modernized experience.

2. Creating the Workflow in Pabbly Connect

After accessing the workflow builder, name your workflow ‘Create Tasks Automatically in Asana for Landing Page Form Leads’. This workflow will trigger when a new lead is captured from your landing page form. Select the folder where you want to save this workflow, such as ‘All Automations,’ and click on ‘Create’ to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder for organization.
• Click on ‘Create’ to finalize your workflow setup.

Upon creating the workflow, you will need to select a trigger application. For this integration, choose ‘Webhook by Pabbly’ as the trigger application. This will allow you to capture the lead data from your landing page form automatically.

3. Setting Up the Trigger with Webhook by Pabbly

In the trigger setup, select the event as ‘Catch Webhook’ and click on the ‘Connect’ button. Pabbly Connect will provide you with a unique webhook URL. This URL acts as a bridge between your landing page form and Pabbly Connect. Copy this URL for use in your form integration. using Pabbly Connect

To implement the webhook URL, you will need to update your landing page form code. Open the form code in a text editor and replace the existing webhook URL with the one provided by Pabbly Connect. Save the changes to ensure the webhook is properly set up.

• Select ‘Catch Webhook’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Update your landing page form with the new webhook URL.

After saving the changes, refresh your landing page form and perform a test submission to capture the lead data. This test will confirm that the connection between your landing page form and Pabbly Connect is functioning correctly.

4. Creating Tasks in Asana Using Pabbly Connect

Once the trigger is set up and tested successfully, the next step is to create a task in Asana. Click on the ‘Add New Action Step’ button in Pabbly Connect and search for ‘Asana’ as your action application. Choose ‘Create Task’ as the action event and click on ‘Connect’ to link your Asana account with Pabbly Connect. using Pabbly Connect

If you have an existing connection, select it; otherwise, click on ‘Add New Connection’ to authorize Pabbly Connect to access your Asana account. After connecting, you will need to select your workspace and the project ID where the task will be created.

Select ‘Create Task’ as the action event. Authorize the connection with your Asana account. Choose the workspace and project ID for task creation.

In the task creation settings, you can map the lead details from the webhook response to the task fields in Asana. For example, use the name of the lead as the task name and include the email and phone number in the task description. After mapping the fields, click on ‘Save and Send Test Request’ to create the task in Asana.

5. Verifying Task Creation in Asana

After sending the test request, check your Asana workspace to verify that the task has been created successfully. Navigate to the selected project in Asana and locate the newly created task. Ensure that all mapped details, such as the lead’s name, email, and phone number, are correctly displayed in the task description.

This process confirms that your integration is working as intended. Whenever a new lead is submitted through your landing page form, Pabbly Connect will automatically create a corresponding task in Asana. This automation not only saves time but also streamlines your workflow effectively.

In summary, using Pabbly Connect, you have successfully integrated your landing page form with Asana to automate task creation. This integration allows you to manage leads efficiently and ensures that no opportunity is missed.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically create tasks in Asana from landing page form leads. By following the step-by-step process, you can enhance your workflow and manage leads more effectively. Automation with Pabbly Connect streamlines your tasks, allowing you to focus on more important aspects of your business.