5 min read
Feature
With the Meta 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 Meta Ads:
Once you click on the Meta Ads import, you will be asked to connect your monday.com account with your Meta account:
After you've connected both accounts, you'll be redirected to the import page and asked to choose the campaigns you want 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 Meta Ads to your monday.com board. You have the option of daily, weekly, or monthly, and the specific hour.
Meta 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 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 Meta.
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. Select or search for Meta:
From there, select the integration recipe that you want to use. 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 Meta Ads account:
On the next screen, log in to Meta 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. If you turn off any of the options, the integration may not work properly.
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 Meta form you'll use to collect leads. Once you've created the form, you're ready to set up the rest of the integration.
Finish setup
When you return to the integration set up within monday.com, you'll see the recipe you chose to set up is ready to be configured. From here, you can select the Meta 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 Meta into the Source field so that every lead generated by this integration template will have Meta as the source.
Now, each time someone fills out the Meta form, a lead will be generated on your board! ⚡️
CAPI integration
The Meta Conversions API (CAPI) integration allows users to send a status from monday.com to the Meta ad manager to optimize campaigns. It allows you to track conversions more accurately, providing a more reliable way to measure the effectiveness of your campaigns.
Prerequisites
To use this integration, you will need to connect your Meta Ads account and create a column on your board with the Lead ID. Follow the instructions in the How to collect leads section of this article and map the Lead ID to a dedicated column on your board.
Set up
To set up the CAPI integration on monday.com, open the Automations Center by clicking Integrate at the top of your board:
Select the recipe: When status changes to something, send a CAPI event from accounts using pixel and Lead ID from column
More Assistance
If you need help building custom integrations, we also offer 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.