How to sync options from Meta Instant Form to ClickUp using Zapier

Hi and welcome to the Community ​@aqadeer! 😁

For dropdown menu fields like that Project Type field, it’ll expect to receive the ID for the option when you map a value from another step into that field. So if the Facebook Lead Ads trigger is only giving you the name of the project type and not its ClickUp ID then that’s likely why it’s erroring. 

Try using a lookup table before the ClickUp action to convert the project type name into the corresponding ClickUp ID. You can learn more about how to do that here: Create lookup tables in Zap workflows.

If it helps the IDs the ClickUp action would need are listed under each of the project type names:

Let us know how it goes!

I assume you mean you want to send leads from a certain Meta form to the relevant ClickUp project. You’d likely need to create a lookup table matching each form to its corresponding project ID, for example:

X Form → Project ID
B Form → Project ID

Then, for the dropdown field, you’ll need to map the Meta form response to the corresponding ClickUp dropdown option. The error about the option index or UUID usually means ClickUp expects the specific option ID/UUID rather than the text value coming from Meta.

Hi ​@aqadeer 

OPTIONS

1. Action: Paths
   1. Used to route Zap Run data, and you can select a static dropdown option
   2. Help: https://zapier.com/apps/paths/integrations#help
2. Action: Formatter > Utilities > Lookup Table
   1. Used to translate a lookup key to a lookup value
   2. Help: https://zapier.com/apps/formatter/integrations#help
3. Action: Zapier Tables > Find Record
   1. Used to translate a lookup key to a lookup value
   2. Help: https://zapier.com/apps/zapier-tables/integrations#help

Hey ​@aqadeer, did any of the suggestions here help to get the correct Project Type selected automatically? Or could you do with some more help on that? 🙂

You can do this by mapping the Meta Instant Form fields to the corresponding ClickUp custom fields in Zapier. First, use Meta Lead Ads as the trigger, then add ClickUp as the action and map the option values accordingly. Testing the Zap with a sample lead is also helpful to make sure the options are passed correctly.