How to Add New Leads from Instagram Lead Ads to Microsoft Excel Using Pabbly Connect

Learn how to automate the process of adding new leads from Instagram Lead Ads to Microsoft Excel using Pabbly Connect in this detailed tutorial. 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 Automation

To automate adding new leads from Instagram Lead Ads to Microsoft Excel, you need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect’s official site.

Once on the landing page, you have two options: sign in if you already have an account or click on the ‘Sign Up Free’ button to create a new account. After signing in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to connect Instagram Lead Ads with Microsoft Excel. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instagram Leads to Excel’.

• Click on ‘Create’ to open the workflow.
• You will see two windows: Trigger and Action.

In the Trigger window, select ‘Instagram Lead Ads’ as your app and choose ‘New Lead’ as the trigger event. Click on ‘Connect’ and then select ‘Add New Connection’ to establish a connection between your Instagram account and Pabbly Connect.

3. Connecting Instagram Lead Ads to Pabbly Connect

To connect your Instagram Lead Ads to Pabbly Connect, click on the ‘Connect with Instagram Lead Ads’ button. A pop-up will prompt you to select your Facebook account, which is essential since your Instagram account is linked to it.

Once you select your Facebook account and click on ‘Continue’, you will see your Instagram account connected. Next, choose the Facebook page associated with your Instagram account from the dropdown. For example, select ‘Peak Performance Physio’.

• Select the lead generation form you are using for your ads.
• You can choose ‘All Lead Gen Forms’ if you have multiple forms.

After making your selection, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to wait for a new lead from Instagram Lead Ads.

4. Adding Leads to Microsoft Excel

Now that you have set up the trigger, it’s time to add new leads to Microsoft Excel using Pabbly Connect. In the Action window, search for and select ‘Microsoft Excel’ as your action app. Choose ‘Add Row to Worksheet’ as the action event.

Click on ‘Connect’ and then ‘Add New Connection’ to link your Microsoft Excel account with Pabbly Connect. After connecting, select the workbook where you want to add the lead details, for instance, ‘Instagram Leads’.

Select the worksheet where the data will be added. Map the lead details such as first name, last name, email, mobile number, city, and gender.

After mapping all the details, click on ‘Save and Send Test Request’. This will send the lead information to your Excel sheet, confirming that the integration is functioning correctly with Pabbly Connect.

5. Testing the Automation in Real Time

To ensure that the automation works effectively, you can test it in real time. Go back to the lead testing tool to generate another test lead. Make sure to delete the previous lead first to avoid conflicts.

Once you generate a new test lead, check your Microsoft Excel sheet to confirm that the details appear correctly. Refresh the sheet, and you should see a new row added with the lead’s information, demonstrating that Pabbly Connect is successfully automating the process.

By following these steps, you have set up a seamless integration between Instagram Lead Ads and Microsoft Excel using Pabbly Connect. This automation not only saves time but also ensures accurate data management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of new leads from Instagram Lead Ads to Microsoft Excel. This integration streamlines your data management and enhances efficiency in handling leads.