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How to Connect Facebook with Trello

How to Connect Facebook with Trello

How to Connect Facebook with Trello

The integration will allow you to get new leads from Facebook and transfer them to Trello to create new cards. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually create each card.

Let's go through the entire Facebook with Trello setup steps together!

Navigation:

1. What will integration Facebook with Trello do?
2. How to connect your Facebook account?
3. How to connect your Trello account to?
4. How to set up data transfer to Trello in the selected action? 
5. An example of the data that will be sent to your Trello.
6. Auto-update.

To start setup click "Create Connection".

How to Connect Facebook with Trello | Create connection

Select a system as the Data Source. In this case, you must specify Facebook.

How to Connect Facebook with Trello | Data Source system selection

Next, you need to specify the system to which the data from the Facebook will be transmitted. In this case, you must specify Trello.

How to Connect Facebook with Trello | Data Destination system selection

The next step is to select the Facebook account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".  

Enter your email and password and give all access to work with this account.

How to Connect Facebook with Trello | Data Source account
How to Connect Facebook with Trello | Data Source account
How to Connect Facebook with Trello | Data Source account

When the connected account is displayed in the "active accounts" list, select it for further work.

How to Connect Facebook with Trello | Data Source account selection

Select the Advertising Account and Page from the drop-down list and click Continue.

How to Connect Facebook with Trello | Data Source account connection
How to Connect Facebook with Trello | Data Source account connection

The next step is to select the Trello account to which the data will be sent.

If there are no accounts connected to the SaveMyLeads system, click "Connect account".  

How to Connect Facebook with Trello | Data Destination account connection

Specify your login and password for your Trello Personal Area and provide permission to work with this account.

How to Connect Facebook with Trello | Data Destination account connection
How to Connect Facebook with Trello | Data Destination account connection
How to Connect Facebook with Trello | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.


Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Facebook with Trello | Data Destination account selection

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

First you need to choose Board and List Trello, to which SaveMyLeads will send lead data.

Select the required Facebook data, click on the parameter and it will be assigned to the selected Trellofield.

Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.  

How to Connect Facebook with Trello | Assigning fields
How to Connect Facebook with Trello | Assigning fields
How to Connect Facebook with Trello | Assigning fields
How to Connect Facebook with Trello | Assigning fields
How to Connect Facebook with Trello | Assigning fields

Now  see the test data that will be send to Trello.

Click "Send test data to Trello" and go to the Trello cabinet in the appropriate group to test the connection.

If something does not suit you - click "Back" and go back one step.

If everything suits you, click "Finish setup" to continue the setup.  

How to Connect Facebook with Trello | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Facebook with Trello | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Facebook with Trello | Enable auto-update

This completes the integration setup between Facebook with Trello! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!