Learn how to integrate Instagram Lead Ads with Pipedrive using Pabbly Connect. Follow this step-by-step tutorial to automate lead management seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Instagram Lead Ads Integration
To add Instagram Lead Ads leads to Pipedrive, you will first need to access Pabbly Connect. This platform allows you to create automations without coding. Start by visiting the Pabbly Connect website and logging in to your account.
If you are a new user, you can sign up for free to explore the features. Once logged in, you will see various applications offered by Pabbly. For this integration, select Pabbly Connect to begin setting up your workflow.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name your workflow something like ‘Instagram Lead Ads to Pipedrive’.
- Click on ‘Create’ to open the workflow window.
- In this window, you will set up the trigger and action for your automation.
For the trigger application, select ‘Instagram Lead Ads’. Choose the trigger event as ‘New Lead Instant’ to ensure that every time a new lead is submitted, it triggers the workflow through Pabbly Connect.
3. Connecting Instagram Lead Ads to Pabbly Connect
In this step, you will connect your Instagram Lead Ads account to Pabbly Connect. Click on ‘Connect’ and select to add a new connection. You will need to select your Facebook page that is linked to your Instagram account, as this is how Pabbly Connect integrates with Instagram Lead Ads.
- Choose your Facebook page from the dropdown menu.
- Select the lead generation form you want to use.
Once you have selected the appropriate page and form, click ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the lead details during a test submission.
4. Setting Up Pipedrive Action in Pabbly Connect
Now, you will set up the action application in Pabbly Connect. Search for and select ‘Pipedrive’ as your action application. Choose the action event ‘Create Person’. This means that every time a new lead comes from Instagram, a new contact will be created in Pipedrive.
Click on ‘Connect’ and select to add a new connection. You will need to provide your Pipedrive API token. To find this token, log in to your Pipedrive account, go to your profile settings, and navigate to the API section.
5. Finalizing the Workflow and Testing
After entering your API token, map the required fields from the Instagram lead response to Pipedrive. This includes mapping the first name, last name, email, and phone number. This mapping allows Pabbly Connect to insert the correct data into Pipedrive.
Click on ‘Save and Send Test Request’ to send the test data to Pipedrive. Check your Pipedrive account to confirm that the new contact has been created successfully.
Once you have verified that the workflow is working correctly, you can activate it in Pabbly Connect. This will ensure that all future leads from Instagram Lead Ads are automatically added to your Pipedrive account.
Conclusion
Integrating Instagram Lead Ads with Pipedrive using Pabbly Connect allows for seamless lead management. By following this tutorial, you can automate the process of adding new leads to your Pipedrive account, enhancing your business’s efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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