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

Learn how to automate adding new leads from Instagram Lead Ads to Salesforce using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate adding new leads from Instagram Lead Ads to Salesforce, you first need to access Pabbly Connect. Start by opening a new browser tab and navigating to the Pabbly Connect website.

Once on the landing page, you will see two options: ‘Sign Up Free’ or ‘Sign In’. If you are new, click on ‘Sign Up Free’ to create your account in just two minutes. For existing users, click ‘Sign In’ to access your account.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the ‘All Apps’ page. Click on the ‘Access Now’ button below Pabbly Connect to reach the dashboard. Here, you can create a new automation workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Instagram Lead Ads to Salesforce’.
• Select the folder where you want to save this workflow.

After clicking ‘Create’, you will see the workflow interface with two windows: the trigger window and the action window. This is where you will set up the automation.

3. Setting Up the Trigger for Instagram Lead Ads

In the trigger window, select ‘Instagram Lead Ads’ as the app. For the trigger event, choose ‘New Lead’. This setup allows Pabbly Connect to capture new leads generated from your Instagram ads.

Next, click the ‘Connect’ button to link your Instagram account. Select ‘Add New Connection’, and follow the prompts to connect your Facebook account associated with your Instagram profile. This is essential for capturing leads through Pabbly Connect.

• Choose the Facebook page linked to your Instagram account.
• Select the lead generation form you want to use.
• Click ‘Save and Send Test Request’ to test the connection.

After the test request, Pabbly Connect will wait for a webhook response, indicating that it is ready to receive lead data.

4. Connecting Salesforce in Pabbly Connect

Once the trigger is set up, scroll down to the action step and choose ‘Salesforce’ as the app. From the dropdown, select ‘Create Lead’ as the action event. This action enables Pabbly Connect to send captured lead details to Salesforce.

Click on the ‘Connect’ button and select ‘Add New Connection’. Follow the prompts to connect your Salesforce account to Pabbly Connect. Allow access when prompted to establish the connection.

Map the lead details from Instagram to Salesforce fields. Fill in the required fields like last name, first name, email, and phone number. Click ‘Save and Send Test Request’ to finalize the setup.

After mapping the details, Pabbly Connect will send the information to Salesforce, confirming that the lead has been added successfully.

5. Testing the Integration Workflow

To ensure the integration works, you should test the workflow. Use the Facebook Lead Ads Testing Tool to generate a test lead. This allows you to see if Pabbly Connect captures the lead correctly and sends it to Salesforce.

After generating a test lead, check Salesforce to confirm that the lead appears with the correct details. If everything is set up correctly, you will see the same lead information in Salesforce as entered in the testing tool.

Delete the existing test lead before creating a new one. Refresh the page to ensure the new lead is captured. Verify that the new lead appears in Salesforce.

This testing confirms that the automation created using Pabbly Connect is functioning perfectly, allowing seamless lead management between Instagram Lead Ads and Salesforce.

Conclusion

In this tutorial, we explored how to automate adding new leads from Instagram Lead Ads to Salesforce using Pabbly Connect. This integration streamlines lead management, ensuring you never miss a potential customer.