With the Facebook Ads Integration, you can use monday.com to manage your campaigns and collect leads all in one place. Make management easy! Read on to learn more about how to set up this integration.
How to import campaigns
To add the integration, please click on your profile picture and choose Import data from the menu:
This will redirect you to the Import Data page. Once on the page, you will see all of the apps you're able to directly import from, then go ahead and select Facebook Ads:
Once you click on the Facebook Ads import, you will be asked to connect your monday.com account with your Facebook account:
After you've connected both accounts you'll be redirected to the import page and be asked to choose the wanted campaigns to import.
Select the ad account(s) you wish to import and a board will be created with all the active campaigns created in the last 24 months that are running!
Once the import is done the integration will be automatically created.
Please note that the default time period for the sync is "every day", so if you wish to edit it and choose a different time period, please click on the Integrate button.
Once on the page, you will see all of the integrations offered. Click on Board Integrations. This will redirect you to the list of active integrations you have on the board. Once there, select the three-dot menu on the right side of the template you with to edit. Click on Edit Integration:
Then, you can edit the first field (Every time period). Choose how often you'd like to sync Facebook Ads to your monday.com board. You have the option of daily, weekly, or monthly and the specific hour.
Facebook Ads integration column
When selecting which data will be mapped into each column, an integration column will be added automatically to maintain the connection between the parameters in both apps.
Supported mapping fields
How to collect leads
To get started, set up a board with the fields you want to collect from your form. If you'll be collecting leads from multiple sources on this board, consider adding a Source column to indicate which leads came from Facebook.
Simultaneously, create the lead generator campaign with a form that corresponds to your board.
Once your board is ready to go, navigate to the Integrate button at the top of your board to set up your integration. To collect leads, you'll use the following template: When a leads form is submitted, create an item.
Once you select the template, connect to your Facebook Ads account:
On the next screen, log into Facebook or choose the option to continue with the account that you're currently logged into. Then select the Page(s) you want to use and click on Continue:
On the next screen, you'll see a set of permissions. Keep in mind that the integration may not work properly if you turn off any of the options.
Click Done to move on to the confirmation screen. If you change your mind about any of these permissions after leaving this screen, you can update these options in your Business Integrations Settings.
Now it's time to create the form on Facebook that you'll use to collect leads. Once you've created the form, you're ready to set up the rest of the integration.
When you return to the integration set up within monday.com, you'll see the following:
From here you can select the Facebook form that you want to pull into the board. Then, when you select the 'item' option, you will have the opportunity to map the information from your form to your monday.com board. For example, this means you'll be able to choose which column on your monday.com board will hold information from the email field on your form.
Remember that Source column we suggested earlier? Here you can type the word Facebook into the Source field so that every lead generated by this integration template will have Facebook as the source.
Now, each time someone fills out the Facebook form, a lead will be generated on your board! ⚡️
More Assistance
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
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