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

Learn how to automate the addition of new leads from Instagram Lead Ads to Microsoft Excel using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Instagram Lead Ads Integration

To add new leads from Instagram Lead Ads to Microsoft Excel, you need to access Pabbly Connect. Start by opening a new browser tab and searching for Pabbly Connect. Once on the landing page, you’ll see options for signing in or signing up for a free account.

If you are new to Pabbly, click on the ‘Sign Up Free’ button to create your account. If you already have an account, simply sign in. After logging in, you will reach the ‘All Apps’ page where you can click on ‘Access Now’ under Pabbly Connect to access the dashboard.

Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instagram Leads to Excel’. After naming, select the appropriate folder for your workflow and click on ‘Create’.

Your workflow will open with two windows: the trigger window and the action window. The trigger window is where you will set up the Instagram Lead Ads integration. Begin by searching for ‘Instagram Lead Ads’ in the choose app section.

• Select ‘New Lead’ from the trigger event dropdown.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Click on the ‘Connect with Instagram Lead Ads’ button to proceed.

After connecting, select your Facebook account linked to your Instagram profile. This connection is essential as it allows Pabbly Connect to access your Instagram Lead Ads data.

Setting Up the Instagram Lead Ads Trigger

After connecting your Facebook account, you will be prompted to select the Facebook page associated with your Instagram account. Choose the correct page from the dropdown menu. Then, select the lead generation form you are using for your ads. If you want to capture leads from all forms, select the ‘All Lead Gen Forms’ option.

Once you have made your selections, click on ‘Save and Send Test Request’. At this point, Pabbly Connect will wait for a webhook response, indicating that it is ready to receive new lead data from Instagram Lead Ads.

• You can generate a test lead using Facebook’s Lead Ads Testing Tool.
• Select the appropriate page and lead form to create a test lead.

After generating a test lead, you will see the lead details appear in your Pabbly Connect workflow, confirming that the trigger setup is complete.

Adding Leads to Microsoft Excel via Pabbly Connect

With the trigger setup complete, the next step is to add the lead details to Microsoft Excel. Scroll down to the action step in your workflow and search for ‘Microsoft Excel’. Select it, and from the action event dropdown, choose ‘Add Row to Worksheet’.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Microsoft Excel account with Pabbly Connect. After logging in, accept the connection request. You will then need to select the workbook where you want to add the lead details.

Choose the workbook named ‘Instagram Leads’ from the dropdown. Select the worksheet where you want to add the data (e.g., Sheet1). Map the fields from the trigger step to the corresponding columns in Excel.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will add the lead details to your selected Excel sheet, confirming that the integration is working correctly through Pabbly Connect.

Conclusion

By following these steps, you can seamlessly integrate Instagram Lead Ads with Microsoft Excel using Pabbly Connect. This automation allows you to efficiently manage your leads and enhance your data organization.