The speed of response to the interest of potential customers is a key factor for successful competition in the market. Facebook's Lead Ads was created to improve this metric. This tool allows users to express their interest in purchasing or ordering services in just a couple of clicks by filling out a special form. Worksection is a powerful task management platform that automates work with projects, tasks, and team interaction. It optimizes business processes and customer relationships by simplifying planning, organizing activities, and monitoring task completion. All this significantly improves collective productivity. If you already use both services or plan to implement them in the near future, it is important to strive to not only maintain but also increase the speed of lead processing. Our online connector SaveMyLeads will help you achieve this goal. It integrates Facebook and Worksection, providing automatic transfer of data from Lead Ads directly to the task manager. In this article, we will tell you how to set up Facebook and Worksection integration using SaveMyLeads to automate daily, routine business processes and increase the efficiency of your work.

Automating the transfer of lead data from Facebook to Worksection brings tangible benefits to companies:

  1. Accelerate response to lead requests. High-speed feedback allows customers to quickly get the information they need about products or services, reducing the likelihood that they will reconsider their decision or turn to other sellers.
  2. Increasing team efficiency. Employees who were previously involved in manual data entry can redirect their efforts to improve the customer experience and other important tasks.
  3. Freeing up resources. Reducing the time and effort spent on routine tasks allows you to focus on the key aspects of your business.

Immediately after completing the Worksection and Facebook integration setup, you will see the first results. Applications from leads collected through the Lead Ads form will be automatically transferred to the task manager and converted into new tasks. You can distribute them among the team, assign them priorities, and start tracking implementation. This will save your employees from having to manually transfer customer contact information. Thus, the old methods of work will finally become a thing of the past, giving way to more progressive ones.

Facebook and Worksection integration | Result of connecting


Automating data transfer not only simplifies the internal work of the team, but also significantly improves the customer experience. Consistently high application processing speed increases the likelihood of turning leads into regular customers. As a result, this will lead to an increase in the success of your business.

How to Set up Facebook and Worksection Integration

Setting up Facebook Lead Ads and Worksection integration using SaveMyLeads is extremely easy and accessible, even for users who do not have deep technical knowledge. Using this online connector, you won't have to rush to learn the API or look for a programmer to help you. The SaveMyLeads developers have made the process intuitive, minimizing potential difficulties for users. Typically, setup takes no more than 10 minutes. If you already have experience working with integrations, you'll get through it even faster. The detailed instructions in text and video formats that we provide will help you avoid mistakes and do everything correctly on the first try.

So, let's begin. First of all, you need to register on savemyleads.com. Create an account using your name, email, and password. To simplify the process, you can register through a Google or Facebook account. Once registration is complete, you can begin setting up your Facebook Lead Ads and Worksection integration.

Setting up the Data Source – Facebook

To set up Facebook integration with Worksection, first, you need to create a new connection. For this, click on the green button.

Facebook and Worksection integration | Create a new connection


Next, you need to select the system from which you want to receive new data. In this case, you must select Facebook.

Facebook and Worksection integration | Select Facebook


Now, choose one of the ready-made templates for systems to which you can transfer data. In this case, select the Worksection (Create Task) template.

Facebook and Worksection integration | Select the Worksection (Create Task) template


At this stage, you need to connect your Facebook account to SaveMyLeads. To achieve this, press the blue button.

Facebook and Worksection integration | Connect your Facebook account to SaveMyLeads


In this window, you need to specify the username and password of the Facebook personal account. Click “Log in”.

Facebook and Worksection integration | Specify the username and password of your Facebook account


Provide SaveMyLeads access to work with your Facebook account. To do this, go to settings – click “Edit access”.

Facebook and Worksection integration | Click “Edit access”


Leave all access checkboxes enabled.

Facebook and Worksection integration | Leave all access checkboxes enabled


Click “Continue as…”.

Facebook and Worksection integration | Click “Continue as…”


When the connected account is displayed in the list, it must be selected.

Facebook and Worksection integration | Select the connected account


After that, select the advertising page. Then you need to specify the form by which the data will be downloaded.

Facebook and Worksection integration | Select the advertising page and the form


If you have multiple forms specified, you will need to create multiple connections for each of them.

Setting up the Data Receiver – Worksection

Connect your Worksection account to SaveMyLeads. For this, click on the blue button.

Facebook and Worksection integration | Connect your Worksection account to SaveMyLeads


Specify the API domain and API key.

Facebook and Worksection integration | Specify the API domain and API key


To obtain them, go to your Worksection personal account. Copy the API domain from the address bar without any additional characters.

Facebook and Worksection integration | Copy the API domain from the address bar


Paste the API domain into the corresponding field in SaveMyLeads.

Facebook and Worksection integration | Paste the API domain into the field in SaveMyLeads


To obtain the API key, go to your Worksection personal profile.

Facebook and Worksection integration | Go to your Worksection personal profile


Go to the “Security” tab and click on “Show API key”.

Facebook and Worksection integration | Go to the “Security” tab and click on “Show API key”


To view the API key, enter the password for your Worksection account. Click “Continue”.

Facebook and Worksection integration | Enter the password for your Worksection account


Copy the API key.

Facebook and Worksection integration | Copy the API key


Paste the API key into the corresponding field in SaveMyLeads. Once the required fields are filled in, click “Save”.

Facebook and Worksection integration | Paste the API key into the field in SaveMyLeads


Now, specify the project in which new tasks will be created based on Facebook leads.

Facebook and Worksection integration | Specify the project


Then, you will see the fields for creating tasks. In these fields, you can assign variables from Facebook. To do this, click in the field and select a variable from the drop-down list.

Facebook and Worksection integration | Select variables from Facebook


If you are satisfied with the presetting of fields, you can leave it unchanged.

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Facebook and Worksection integration | Click “Continue”


At this stage, you will see an example of filling in data to create a task. To check the correctness of the settings, click “Send test data to Worksection”.

Facebook and Worksection integration | Click “Send test data to Worksection”


After successfully sending, go to your Worksection account and check the result.

Facebook and Worksection integration | Go to your Worksection account and check the result


If everything meets your requirements, return to SaveMyLeads and complete the setup.

Setting up Auto-update

To instantly create new tasks based on new Facebook leads in Worksection, you need to enable auto-update. To do this, click “Finish setup”.

Facebook and Worksection integration | Click “Finish setup”


If you want to change the connection name, you can do this in its settings. To do this, click on the gear icon.

Facebook and Worksection integration | Click on the gear icon


Here, you can change the connection name and add your connection to a group. After that, click “Continue”.

Facebook and Worksection integration | Change the connection name and add it to a group


That's all. The Facebook-Leads and Worksection integration has been completed.

Facebook + Worksection – Done!

By following our detailed guide, you have probably successfully set up the Worksection & Facebook integration and have already started enjoying its benefits. As you continue to monitor the automatic transfer of lead data, you will see that the communication between the platforms is established reliably and functions smoothly.

The Facebook & Worksection integration will free you from the need to perform monotonous manual operations, transferring them to a fully automated mode. While the SaveMyLeads connector takes on the routine of formatting each new lead in the task manager as a new task, your focus will shift to more important areas. You will be able to devote more time to improving customer communications, developing marketing strategies, and other key aspects of the business. Process automation will not only optimize your activities but also contribute to its further development and success. And SaveMyLeads will certainly help you with this.

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Step-by-Step Guides for Setting Up Integrations: