Learn how to seamlessly integrate CRM with Peak Performance Physio, Instagram leads, and more. Follow our detailed tutorial for effective automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Instagram Leads for CRM Integration

CRM integration starts by setting up Instagram leads, specifically for the Peak Performance Physio business. This integration allows you to automatically create new contacts in Agile CRM whenever a new lead is generated through Instagram lead ads. using Pabbly Connect

To set this up, ensure your Instagram account is linked to your Facebook page, Peak Performance Physio. This connection is crucial for the automation process to work effectively.

2. Creating a Workflow in Pabbly Connect

To automate the process, we will create a workflow in Pabbly Connect. Start by signing into your Pabbly Connect account and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create CRM Contact from Instagram Lead Ads’.

Next, you need to set up the trigger. Choose Instagram Lead Ads as your trigger application and select ‘New Lead’ as the trigger event. This means every time a new lead comes in, it will initiate the workflow.

  • Sign in to Pabbly Connect and click ‘Create Workflow’.
  • Name your workflow appropriately.
  • Select ‘Instagram Lead Ads’ as the trigger application.
  • Choose ‘New Lead’ as the trigger event.

After setting the trigger, you will need to connect your Instagram account to Pabbly Connect. Follow the prompts to authorize the connection and select your Facebook page, Peak Performance Physio, to complete the setup.

3. Mapping Data to Agile CRM

Once your trigger is set up, the next step is to map the data to Agile CRM. Select Agile CRM as your action application and choose ‘Create Contact’ as the action event. This will allow the system to create a new contact in Agile CRM using the details from the Instagram lead. using Pabbly Connect

You will be prompted to enter your Agile CRM login credentials, including your email and API key. To obtain your API key, log into Agile CRM, navigate to your profile, and find the API settings. Once you have entered the necessary details, you can start mapping the fields from the Instagram lead to the corresponding fields in Agile CRM.

  • Select Agile CRM as the action application.
  • Choose ‘Create Contact’ as the action event.
  • Enter your Agile CRM email and API key.
  • Map Instagram lead data to Agile CRM fields.

Make sure to map all relevant fields like first name, last name, email, phone number, and company name. After mapping, save the settings. You can now test the automation to ensure it works correctly.

4. Testing the Integration

After setting up both the trigger and action, it’s essential to test the integration. To do this, generate a test lead using the Meta Ads Manager. Ensure that your lead ad campaign is active, and create a new test lead using the lead testing tool.

Once the test lead is submitted, return to Pabbly Connect and verify that the lead details have been captured. This will confirm that the integration between Instagram lead ads and Agile CRM is functioning properly.

For testing, follow these steps:

Access the Meta Ads Manager and select your campaign. Use the lead testing tool to submit a new lead. Check your Agile CRM account for the new contact.

If the contact appears in Agile CRM, your integration is successful. If not, double-check your mappings and settings in Pabbly Connect.

5. Conclusion

Integrating CRM with Peak Performance Physio and Instagram leads using Pabbly Connect streamlines the process of managing new contacts. By following the steps outlined, you can automate lead generation and enhance your business efficiency.

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This integration allows for real-time updates in your Agile CRM, ensuring you never miss a potential client. Start using this automation today to improve your lead management process.