How to Add Facebook Leads to Trello

Using LeadSync to Send Leads to Trello via Email

Trello is a widely used project management tool known for its flexibility, simplicity, and highly visual board-and-card system. Ideal for both personal task management and collaborative projects, Trello lets users organize information and workflows with ease. Businesses, especially in sales and marketing, frequently use Trello to streamline lead management, tracking each lead’s progress through customizable boards and cards.

Using LeadSync’s Facebook Lead Email Notifications feature, you can connect Facebook leads directly to Trello instantly for a seamless solution for tracking and managing new leads. By sending leads directly from Meta Lead Ads to Trello, teams can instantly assign, update, and monitor leads in real time without needing to transfer information manually.

This integration not only improves response time but also helps teams maintain an organized, up-to-date sales pipeline, making it easier to prioritize and follow up on leads effectively. By automating lead capture, LeadSync minimizes data entry tasks, freeing up time for your team to focus on meaningful interactions that drive conversion.

Using Trello as CRM for Facebook Lead Management

Using Trello as a CRM for managing Facebook leads offers a straightforward, visual approach to lead management. Trello’s board-and-card system is perfect for organizing and tracking leads as they move through various stages of the sales funnel. Each lead captured through Facebook can be automatically added as a card on a designated Trello board, allowing sales and marketing teams to view lead details, add notes, set follow-up dates, and assign leads to specific team members.

Trello’s flexibility makes it easy to customize boards and lists based on the stages of your sales process, helping teams stay organized and focused on high-priority leads. Notifications and integrations with tools like LeadSync ensure new Facebook leads are instantly captured and visible, reducing response time and increasing the chances of conversion. In many ways, the Meta Lead Center is a lot like Trello.

How to Use the Email-to-Board Feature to Add Leads to Trello

To automatically send new Facebook Leads to Trello via using Trello’s “Email-to-board” settings as follows:

From your Trello board page, click the “Show Menu” button at the top right of your screen and find the Email-To-Board option.

Choose the List and Position you want you leads to appear in then copy the email address.

Adding a Trello Email Connection to LeadSync

Login to your LeadSync account, go to the Connections area and click Add Connection.

Select “Email” from the dropdown, add your Trello email, name this connection then click Update.

Pairing Your Facebook Instant Lead Form with a Trello Email Connection

To pair your Facebook instant lead form to your new Trello email connection:

Go to the Lead Forms Section and click the Add Facebook Lead Form button.

Select your page and the lead form you’re using in your ad, then the Trello connection you just created, then Update to finish pairing.

Testing Your Trello Email Connection

To create a test lead to make sure everything’s set up properly, follow our testing guide.

Frequently Asked Questions

How does the LeadSync and Trello integration work?

LeadSync’s integration with Trello automatically captures Facebook leads and sends them to your designated Trello board as new cards, via email. This lets you track, assign, and update leads in real time, simplifying lead management and helping your team respond quickly.

Do I need technical skills to set up LeadSync with Trello?

No technical skills are required. LeadSync’s user-friendly, no-code interface makes setup straightforward, with clear, step-by-step guidance. Most users can configure the integration within minutes.

Can I choose which Trello board the leads are sent to?

Yes, you can select the specific Trello board where new leads should appear. You can also customize which list within the board receives the leads, helping you keep your pipeline organized and efficient.

What information will be sent to Trello from Facebook Lead Ads?

LeadSync allows you to capture essential lead information such as name, email, phone number, and other custom fields from your Facebook Lead Ads form. This data will appear on Trello cards, making it easy to review lead details at a glance.

Can I assign leads to specific team members in Trello?

Yes, once the lead appears as a Trello card, you can assign it to team members, set due dates, and add relevant notes to keep everyone informed and accountable.

Is LeadSync secure for managing lead data?

LeadSync prioritizes data security and follows industry best practices for data handling. All lead data transfers are encrypted, ensuring that your information remains safe and compliant with privacy regulations.

Will I receive notifications for new leads added to Trello?

Yes, Trello offers notification options that can alert you and your team members whenever a new lead is added. This helps keep everyone on the same page and ensures leads are addressed promptly.