Create Asana Tasks for New Leads Automatically

Learn how to automate the creation of Asana tasks for new leads from Google Ads using Pabbly Connect. Follow our detailed tutorial to streamline your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To create Asana tasks automatically for new leads, first access Pabbly Connect. If you’re an existing user, simply log in. New users should visit pabbl.com/connect to sign up for free. This allows you to start with 100 tasks free each month, giving you a chance to explore all features.

Upon signing up, you can use a special discount code RITYT to get savings on your subscription. After logging in, navigate to the workflow builder, the core interface for creating automations in Pabbly Connect.

2. Setting Up the Trigger with Google Ads

In this step, we will set up the trigger in Pabbly Connect to capture new leads from Google Ads. Click on the ‘Add Trigger’ button, then search for ‘Google Ads’. Select the event as ‘New Lead Form Entry’ and click on connect.

• Choose to add a new connection or select an existing one.
• If adding a new connection, sign in with your Google account.
• Copy the login customer ID from your Google Ads account and paste it into Pabbly Connect.

Once you save the connection, your Google Ads account will be linked to Pabbly Connect. You will then receive a webhook URL, which you will need to integrate into your Google Ads lead form.

3. Integrating Google Ads Lead Form with Pabbly Connect

Now that we have set up the trigger, it’s time to integrate the lead form in Google Ads with Pabbly Connect. Ensure that your campaign includes a lead form. In the lead form settings, find the ‘Webhook Integration’ option.

• Paste the webhook URL from Pabbly Connect into the designated field.
• Select the details you want to collect, such as name, email, phone number, and city.

After setting this up, send test data to ensure everything is functioning correctly. Pabbly Connect will capture the test data, confirming that the integration is successful.

4. Creating Asana Tasks Automatically

Next, we will set the action in Pabbly Connect to create tasks in Asana. Click on ‘Add New Action Step’, search for ‘Asana’, and select ‘Create a Task with Custom Fields’. Connect your Asana account if you haven’t done so already.

In this step, map the task name to include the lead’s first and last name. Mapping allows the data to be dynamic, changing with every new lead. Fill in the required fields, such as email and phone number, by mapping them from the captured lead data.

5. Testing and Finalizing the Workflow

Once all fields are filled, click on ‘Save and Send Test Request’. Pabbly Connect will confirm if the task was created successfully in Asana. You should see the newly created task with the lead’s details in your Asana project.

This workflow ensures that every new lead from Google Ads automatically generates a task in Asana, allowing your sales team to respond quickly and effectively. With Pabbly Connect, you can streamline your lead management process and enhance productivity.

Conclusion

Using Pabbly Connect, you can automate the creation of Asana tasks for new leads from Google Ads, significantly improving your workflow efficiency. This integration allows you to respond to leads faster, enhancing your chances of conversion. Try it today to see the benefits for your business!