A Facebook lead is only worth something if someone calls it back. FlowMattic turns each lead form answer into a ClickUp task with the person's details, an owner and a checklist, so follow-up is tracked like any other piece of work. It suits agencies running ads for clients and sales teams that plan their day in ClickUp.
29 triggers 27 actions 7 example workflows 3 ready-made templates Unlimited runs
When this happens in Facebook Lead Ads1 trigger
Do this in ClickUp25 actions
1. TriggerNew Lead2. ActionCreate TaskWhen Facebook Lead Ads fires New Lead, FlowMattic runs Create Task in ClickUp with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateThe lead's name, phone, email and answers go into a task in your Leads list, so the person calling back has everything in one place and the task shows when it is done.
New LeadCreate Task
View the template Create Checklist and Create Checklist Item put the same follow-up routine on every task, so new sales staff work each lead the same way.
New LeadCreate TaskCreate ChecklistCreate Checklist Item
Agencies running ads for many clients use a Router on the form name, so leads from each campaign land in the right client list and nobody sorts them by hand.
New LeadRouterCreate Task
A Lookup Table matches the city or state answer to a sales rep, and the task is created with that rep as assignee, so territories are respected without a dispatcher.
New LeadLookup TableCreate Task
An AI Agent looks at budget, timeline and the free text answer and returns urgent, high, normal or low. The task gets that priority, so the best leads are called first.
New LeadAI AgentCreate Task
After a Delay, Get Task by Task ID checks the task status. If it is still open, a Filter lets the run continue and a comment mentioning the owner goes on the task.
New LeadCreate TaskDelayGet Task by Task IDFilterPost Task Comment
Retrieve Leads pulls the leads a form already collected, and Iterator creates a task for each one. Useful when you start using ClickUp halfway through a campaign.
ScheduleRetrieve LeadsIteratorCreate Task
When you are done, each new lead from your chosen form becomes a task in the ClickUp list you pick.
In FlowMattic, open Connects and add Facebook Lead Ads with the account that manages the page running the ads.
Add a ClickUp connection for the workspace where your sales team keeps its Leads list.
Create a workflow with Facebook Lead Ads and New Lead, select the page and form, and send a test lead so the fields are captured.
Add ClickUp with Create Task, choose the list, put the full name in the task name and the other answers in the description, then test and switch on.
1. Trigger in Facebook Lead Ads
New Lead
2. Action in ClickUp
Create Task
Fields mapped from the earlier steps (a typical setup)
| From Facebook Lead Ads | To ClickUp |
|---|---|
| Full name | Task name |
| Phone number | Task description |
| Task description | |
| Form name | Task tag or description |
| Custom question answers | Task description |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Facebook Lead Ads and ClickUp connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Phone numbers and answers travel from Facebook through FlowMattic on your WordPress server to ClickUp, without another automation service keeping a copy.
Runs are unlimited, so a campaign that brings in hundreds of leads a day creates every task without moving you to a bigger plan.
Because each lead is a task with an owner, status and due date, managers see in ClickUp which leads were called and which were not.
Yes. Add a Router after New Lead with one path per form or campaign, and point each path's Create Task step at a different list.
Yes. Use a Date/Time Formatter step to add a day or a few hours to the lead's created time, and map the result to the task's due date.
Not on their own, since New Lead only fires for new leads. Run Retrieve Leads once for the form, loop with Iterator and create a task for each lead.
Yes. Each custom question on the form arrives as its own field after the test lead, so you can place them in the description in the order you like.
ClickUp notifies assignees in its own app. If you want an email too, add an Email (SMTP) step after Create Task with the task link.
Did not find your answer? You can browse the help center or ask us directly.
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ClickUp and WordPress1 shared templateInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Facebook Lead Ads integration 2.0.2, ClickUp integration 1.1.1.