In the modern world, a successful business is unthinkable without the use of automation. Market leaders and innovative companies are actively striving to optimize operations, which allows them to reduce time and budget costs and achieve leading positions in their niches. The tools available for this include automation services, integration connectors, and artificial intelligence. Using Facebook Lead Ads for marketing and collecting feedback, and Wrike for project management and team collaboration, you can make your work much easier and faster. With our SaveMyLeads service, which combines these platforms, you can automate the transfer of leads from Facebook to your project management system. Thus, you will be able to increase the speed of creating new tasks and simplify the process itself. In addition, it will free you from the need for manual data entry. Interesting? Then we offer you detailed instructions for setting up and launching Facebook and Wrike integration.

Why SaveMyLeads?

By using SaveMyLeads for Wrike and Facebook integration, you will ensure automatic and continuous transfer of information to the project management system. Here, data will instantly turn into new tasks that can be sorted, distributed among managers, and also set priorities and statuses. Why is SaveMyLeads preferred for this integration? First of all, with this no-code tool, setup will be easy and fast. Even people with minimal experience will master the process in just 10 minutes. Developers made sure that the interface and operating principle of the connector were intuitive. In addition, SaveMyLeads provides a wide range of ready-made solutions for integration with CRM systems, email, SMS services, instant messengers, task management systems, and Google services. These solutions can be useful for those who aim for maximum automation. Furthermore, it is worth noting the affordable cost of tariff plans and the availability of professional technical support, which is ready to assist at any time.

Facebook and Wrike integration | Result of connecting

How to Set up Facebook and Wrike Integration

Procedure:

  1. Create a Facebook Lead Ads form.
  2. Register a personal profile in SaveMyLeads.
  3. Connect the data source to the connector – Facebook.
  4. Specify the Facebook page and form from which lead data should be sent.
  5. Connect and configure the data receiver – Wrike.
  6. Enable auto-update.

We won’t tell you how to create a form on Facebook, since you apparently know how to do it. We will consider further actions step by step.

Setting up the Data Source – Facebook

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

Facebook and Wrike integration | Create a new connection


Select the system from which you want to receive new data. You need Facebook.

Facebook and Wrike integration | Select the Facebook


Choose one of the ready-made templates where you want to send leads from Facebook. You need Wrike (Create Task).

Facebook and Wrike integration | Choose the Wrike (Create Task)


Connect your Facebook account to SaveMyLeads. To achieve this, press the blue button.

Facebook and Wrike integration | Connect your Facebook account to SaveMyLeads


Enter the username and password of your Facebook personal account and click “Log in”.

Facebook and Wrike integration | Enter 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 Wrike integration | Click “Edit access”


Leave all access checkboxes enabled.

Facebook and Wrike integration | Leave all access checkboxes enabled


Click “Continue as…”.

Facebook and Wrike integration | Click “Continue as…”


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

Facebook and Wrike integration | Select the connected account


Select the advertising page for which you want to send leads. Then you need to specify the form for which the data will be downloaded.

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


If you have several forms and need them all, you will need to create a separate connection for each one.

Setting up the Data Receiver – Wrike

To set up Wrike integration with Facebook, you need to connect your Wrike account to SaveMyLeads. For this, click on the blue button.

Facebook and Wrike integration | Connect your Wrike account to SaveMyLeads


Specify the email to which you registered Wrike. Click “Next”.

Facebook and Wrike integration | Specify the email to which you registered Wrike


Specify a password and click “Log in”.

Facebook and Wrike integration | Specify a password and click “Log in”


Grant SaveMyLeads permission to work with your Wrike. For this, click “Accept”.

Facebook and Wrike integration | Grant SaveMyLeads permission to work with your Wrike


Select the connected account.

Facebook and Wrike integration | Select the connected account


Choose the project in which new tasks will be created, and the task type.

Facebook and Wrike integration | Choose the parent folder and the task type


Fill in the task fields with variables from Facebook. To achieve this, click in the field and choose the desired variable from the drop-down list.

Facebook and Wrike integration | Fill in the task fields with variables from Facebook


If you are satisfied with the presets of the fields, leave them unchanged. After all the settings, click “Continue”.

Facebook and Wrike integration | Click “Continue”


Now, you will see an example of filling in the fields by task. To check the correctness of the settings, click “Send test data to Wrike”.

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


After successful submission, go to your Wrike account and check the result.

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


If everything suits you, return to SaveMyLeads and complete the setup.

Setting up Auto-update

In order for new tasks to be created instantly when new leads appear on Facebook, you need to enable auto-update. To do this, click “Finish setup”.

Facebook and Wrike 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 Wrike integration | Click on the gear icon


Change the connection name and add it to a group. After that, click “Continue”. That's all. The Facebook Lead Ads and Wrike integration has been completed.

Result of Facebook-Leads and Wrike Integration

If you have already configured the Facebook & Wrike integration according to our instructions, you have probably noticed the first results. Every new lead that fills out a Lead Ads form on Facebook is automatically “moved” into your project management system, where their data is turned into a new task. This process automation significantly speeds up the processing of client requests and makes it easier for your team, freeing employees from manual data entry.

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