Integrate Instagram Leads with Zoho Click Using Pabbly Connect

Learn how to integrate Instagram leads with Zoho Click using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram Leads

To start integrating Instagram leads with Zoho Click, the first step is to access Pabbly Connect. Open your web browser and go to the Pabbly website, where you can log in to your account.

If you are a new user, you can sign up for free and receive 100 tasks to explore the application. Once logged in, navigate to the Pabbly Connect dashboard where you can begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of sending messages to Zoho Click when new leads are generated from Instagram. Click on the ‘Create Workflow’ button in your Pabbly Connect dashboard.

When prompted, name your workflow. For this example, you can name it ‘Send Zoho Click Message for New Instagram Leads’. After naming, click on ‘Create’ to proceed to the workflow editor.

• Click on ‘Create Workflow’ to begin.
• Name your workflow appropriately.

This step is crucial as it sets up the automation that will notify your team about new leads generated through Instagram ads.

3. Setting Up the Trigger for Instagram Leads

Now, we will set the trigger for our workflow. In the workflow window, select ‘Instagram Lead Ads’ as the trigger application. This is where Pabbly Connect will monitor new leads coming from your Instagram ads.

Next, choose the trigger event as ‘New Lead Instant’. This means that the workflow will activate immediately when a new lead is generated. Click on ‘Connect’ to link your Instagram account.

• Select ‘Instagram Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Click on ‘Connect’ to link your Instagram account.

After connecting, select the Facebook page linked to your Instagram account and the lead generation form you are using. This allows Pabbly Connect to capture the necessary lead information.

4. Configuring the Action with Zoho Click

With the trigger set, we now need to configure the action. Search for ‘Zoho Click’ as the action application in your Pabbly Connect workflow. Select it and then choose the action event as ‘Send Message to Channel’.

Click on ‘Connect’ to link your Zoho Click account. You will need to enter your Zoho domain, which is typically found in your Zoho account URL. After connecting, select the channel where you want to send the lead notifications.

Search for ‘Zoho Click’ as the action application. Choose ‘Send Message to Channel’ as the action event. Enter your Zoho domain to connect. Select the channel for notifications.

This step is essential as it ensures your team receives timely alerts about new leads directly in Zoho Click, facilitating quick follow-ups.

5. Testing the Workflow for Effectiveness

After setting up the trigger and action, it’s time to test the workflow. Generate a test lead through the Instagram lead form. This can be done using the Meta Lead Ads Testing Tool.

Once the lead is submitted, check your Zoho Click channel for the message sent by Pabbly Connect. You should see a notification with the lead’s details, confirming that the integration is working correctly.

Use the Meta Lead Ads Testing Tool to create a test lead. Check Zoho Click for the notification.

Once confirmed, your workflow is fully operational, allowing you to manage leads effectively and convert them into clients without delay.

Conclusion

In this tutorial, we explored how to integrate Instagram leads with Zoho Click using Pabbly Connect. By following these steps, you can automate lead notifications, ensuring your team is always informed and ready to engage potential clients swiftly.