In this tutorial, we'll show how you can integrate Facebook Leads into your monday.com boards using an app called Data Importer.
Install the Data Importer app for monday.com
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You can install the Data Importer app from the monday.com app marketplace.
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Once you’ve installed the app, you can return back to your board, then press then press the add view button.
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Select the ‘Board views’ dropdown, press ‘Apps’ then select the ‘Data Importer’ app. This will load a new board view with the Data Importer app.
Connect to your Facebook Ads account
1. Select the Facebook Leads application from the dropdown list, then press the blue Connect button.
2. A new tab will open up that will allow you to connect your account with Facebook. Sign into the Facebook account that you want to authenticate for. You can always connect to a different account later if you need to.
Set-up your Facebook Leads Integration
1. Once you’ve connected your Facebook account, you’ll be redirected back the Data Importer app.
2. Select the ad account and the form you want to import leads for.
3. Once you have selected the form, all the fields associated with that form will be available to select. Choose the ones you want to bring into monday. Both standard and custom fields will be available to select from.
3. Select 'Import into a new Board' and give your board a name.
Press Run and View Your Data
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Once you’ve filled out all the required fields, press the blue Run button.
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When the run is complete, press the button to view the board. You’ll see a new board created with the board name you entered which will contain your imported Facebook Leads.
Automatically sync Facebook Leads with your monday.com board
Now that you know how to import Facebook Leads data into monday.com, you can automate your imports by using Data Importer's scheduler. This means your boards will automatically refresh with the latest data, even when you're offline or not signed into monday.com
You can customise the schedule by frequency, days of import, time and timezone.
You can view all your scheduled imports in one table from all of your applications.
