How to Notify Your Team on Microsoft Teams for New Instagram Lead Ads Leads Using Pabbly Connect

Learn how to use Pabbly Connect to notify your team on Microsoft Teams when new leads are generated from Instagram Lead Ads. Step-by-step tutorial included.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Microsoft Teams for new Instagram Lead Ads leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account to explore the features.

After signing in, you will see various applications available within Pabbly Connect. Click on ‘Access Now’ to open your Pabbly Connect dashboard. Here, you can create a new workflow that connects Instagram Lead Ads with Microsoft Teams.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Notify Team on Microsoft Teams for New Instagram Lead Ads Leads’ and choose a folder to save it in. After naming your workflow, click on ‘Create’ to proceed.

• Click on the ‘Create Workflow’ button.
• Enter a descriptive name for your workflow.
• Select a folder to save your workflow.

Once your workflow is created, you will be directed to the workflow window where you can set up the trigger and action. In this case, the trigger will be Instagram Lead Ads, which will start the workflow whenever a new lead is generated.

3. Setting Up the Trigger for Instagram Lead Ads

In the workflow window of Pabbly Connect, you need to select your trigger application. Search for ‘Instagram Lead Ads’ and select it. The next step is to choose the trigger event; for this integration, select ‘New Lead Instant’. This event will trigger the workflow as soon as a new lead is received.

After selecting the trigger event, click on ‘Connect’. If you have not previously connected your Instagram account, you will need to add a new connection. Follow the prompts to authorize Pabbly Connect to access your Instagram Lead Ads account by selecting your Facebook page linked to your Instagram account.

4. Setting Up the Action in Microsoft Teams

Now that the trigger is set, it’s time to configure the action in Microsoft Teams. In the action step of your workflow, search for ‘Microsoft Teams’ and select it. Choose the action event as ‘Send Message in Channel’. Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect.

• Select ‘Send Message in Channel’ as the action event.
• Connect your Microsoft Teams account.
• Choose the appropriate team and channel for notifications.

Once connected, specify the team and channel where you want to send the lead notifications. Customize the message format to include lead details dynamically using mapping from the trigger step. This ensures that each notification contains relevant information about the new lead.

5. Testing the Integration Workflow

With the workflow configured, it’s essential to test the integration to ensure it works as expected. Use the lead ads testing tool to generate a dummy lead submission. Once the test lead is created, check your Microsoft Teams channel to see if the notification appears.

After successful testing, you will see a message in your selected channel with lead details. This confirms that Pabbly Connect is effectively linking Instagram Lead Ads with Microsoft Teams, allowing your team to receive real-time updates on new leads.

Conclusion

In this tutorial, we explored how to notify your team on Microsoft Teams for new Instagram Lead Ads leads using Pabbly Connect. This integration streamlines your lead management process, ensuring your team is promptly informed about potential clients, enhancing your engagement and customer service.