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 CRM using Pabbly Connect. This detailed tutorial covers all steps and processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of adding new leads from Instagram Lead Ads to Salesforce, you first need to access Pabbly Connect. Open a new tab in your browser and visit the Pabbly Connect website at Pabbly.com/connect.

Once on the landing page, you will see two options: ‘Sign Up Free’ and ‘Sign In’. If you’re new to Pabbly Connect, click on ‘Sign Up Free’ to create an account in just a couple of minutes. If you already have an account, simply click ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will arrive at the ‘All Apps’ page. Here, click on ‘Access Now’ under Pabbly Connect to reach the dashboard. To create a new automation workflow, click the ‘Create Workflow’ button and name your workflow, such as ‘Instagram Lead Ads to Salesforce’.

• Click on the ‘Create’ button after selecting your desired folder.
• You will see two windows: the Trigger and Action windows.

In the Trigger window, you will connect your Instagram Lead Ads account. This connection allows Pabbly Connect to receive details whenever a new lead is generated from your Instagram ads.

3. Setting Up the Trigger for Instagram Lead Ads

To set up the trigger, search for ‘Instagram Lead Ads’ in the app selection. Select it, then choose ‘New Lead’ as the trigger event. Click the ‘Connect’ button and select ‘Add New Connection’ to link your Instagram account.

Since your Instagram account is connected to your Facebook page, you will need to select the relevant Facebook account in the pop-up window. Click ‘Continue’ after selecting the appropriate account. You will then select the Facebook page that is linked to your Instagram profile.

• Choose the lead generation form from which you want to receive leads.
• You can select ‘All Lead Gen Forms’ to receive leads from multiple forms.

After making your selections, click ‘Save and Send Test Request’. This will change the status to ‘Waiting for Webhook Response’, indicating that Pabbly Connect is ready to receive new lead details.

4. Sending Lead Details to Salesforce CRM

With the trigger set up, it’s time to send the lead details to Salesforce. In the Action window, search for ‘Salesforce’ and select it. Choose ‘Create Lead’ as the action event, then click on ‘Connect’ and select ‘Add New Connection’.

Once connected, Pabbly Connect will prompt you to map the lead details received from Instagram Lead Ads. You will need to fill in the fields such as Last Name, First Name, Company, Phone Number, and Email Address by selecting the corresponding fields from the trigger response.

Map the Last Name and First Name fields using the dropdown menu. You can skip non-mandatory fields like Title, Website, and Description.

After mapping all necessary fields, click ‘Save and Send Test Request’. If successful, you will receive a positive response confirming that the lead has been added to your Salesforce CRM.

5. Testing the Automation Workflow

To ensure your automation is working correctly, you can test the workflow by generating a new lead. You can do this using the Facebook Lead Ads Testing Tool. Click on the ‘Preview Form’ button to fill out the lead form with test details.

Once you submit the test lead, Pabbly Connect will receive the lead information and automatically add it to Salesforce. Check your Salesforce CRM to confirm that the test lead appears with the correct details.

Repeat this process to test additional leads as needed. If everything is set up correctly, each new lead generated from Instagram Lead Ads will automatically be added to your Salesforce CRM through Pabbly Connect.

Conclusion

In this tutorial, we covered how to automate the process of adding new leads from Instagram Lead Ads to Salesforce using Pabbly Connect. This integration streamlines your workflow, ensuring that every lead is captured efficiently and accurately in your CRM.