Integrating Instagram Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Instagram leads into your Keap account and notify your team on Microsoft Teams using Pabbly Connect. Follow our detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, the first step is to access Pabbly Connect. Simply navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks per month.

Once signed in, you will see various Pabbly applications. Click on Pabbly Connect to access your dashboard. From here, you will create a new workflow to connect Instagram Lead Ads with your Keap account and Microsoft Teams.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the process of capturing leads from Instagram. Click on the ‘Create Workflow’ button and name your workflow appropriately.

• Name your workflow: ‘Instagram Leads to Keap and Microsoft Teams’
• Select the folder for saving the workflow.
• Click on ‘Create’ to initiate the workflow.

After creating the workflow, you will be prompted to set up a trigger and action. The trigger will be the event that starts the workflow, and the action will be the event that occurs as a result.

3. Setting Up Instagram Lead Ads as Trigger

To set up the trigger, you need to select Instagram Lead Ads as the application in Pabbly Connect. This means that whenever a new lead is generated from your Instagram ads, the workflow will be triggered automatically.

Choose the trigger event as ‘New Lead Instant’. You will then need to connect your Instagram account by selecting the appropriate Facebook account linked to it. Once connected, select your specific Facebook page and the lead form associated with your Instagram ads.

• Select your Facebook page: ‘Sports Elite Training Center’
• Choose the lead form: ‘Lead Form New’
• Click on ‘Save and Send Test Request’ to confirm the connection.

After saving, you may need to create a test lead to ensure everything is functioning correctly. This will help capture the lead details in your workflow.

4. Setting Up Actions in Pabbly Connect

After successfully setting up the trigger, the next step is to configure the actions that will take place when a new lead is captured. In this case, we want to create a new contact in Keap and notify the team on Microsoft Teams using Pabbly Connect.

First, select Keap as the action application and choose the action event as ‘Create or Update Contact’. Connect your Keap account and map the lead details from the trigger step into the fields required for creating a new contact.

Map the email address from the lead details. Map the first name and last name from the lead details. Set any other fields as needed, then click ‘Save and Send Test Request’.

Once the contact is created in Keap, the next action is to notify your team on Microsoft Teams about the new lead. Choose Microsoft Teams as the next action application and set the action event to ‘Send Message in Channel’.

5. Finalizing the Integration and Testing

In the final steps of your automation process with Pabbly Connect, ensure that you have configured Microsoft Teams correctly. Select the team and channel where you want to send the notification about the new lead.

Compose your message to include key details about the new lead, such as their name, training program interest, and contact information. After mapping these details, click on ‘Save and Send Test Request’ to send the message to your selected channel.

Select the team: ‘Sales Team’. Choose the channel: ‘Journal’. Map the lead details into your message.

After completing these steps, you can conduct a final test submission to ensure that the entire workflow is functioning as intended. Check both your Keap account for the new contact and your Microsoft Teams channel for the notification.

Conclusion

By following this tutorial, you have successfully integrated Instagram leads into your Keap account and set up notifications on Microsoft Teams using Pabbly Connect. This automation streamlines your lead management process and enhances communication within your team, ultimately leading to improved client engagement and satisfaction.