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

Learn how to automate the process of adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To begin adding new leads from Instagram Lead Ads to Zoho CRM, access Pabbly Connect. This platform enables seamless automation between Instagram and Zoho CRM.

Open a new tab and search for pablly.com/connect. You will see the landing page with options to sign in or sign up. If you are new, click on ‘Sign Up Free’ to create your account. If you already have an account, click ‘Sign In’.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘Instagram Lead Ads to Zoho CRM’. This name helps identify the automation.

After naming, select the appropriate folder for your workflow and click ‘Create’. You will see two windows: the trigger window and the action window. The trigger window will initiate the workflow when a new lead is generated.

3. Set Up Trigger for Instagram Lead Ads

In the trigger window, choose Instagram Lead Ads as your app. Select the trigger event as ‘New Lead’. This event will activate whenever a new lead is captured through your ads.

Click ‘Connect’ and then ‘Add New Connection’. You will need to connect your Instagram Lead Ads account via your Facebook account. Select the Facebook account linked with your Instagram profile. Then, choose the Facebook page associated with your ads.

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

After saving, Pabbly Connect will wait for a webhook response from Instagram Lead Ads, indicating that the connection is established and ready to capture leads.

4. Add Leads to Zoho CRM

Next, it’s time to add the lead details into Zoho CRM. In the action window, select Zoho CRM as your app and choose the action event ‘Create/Update Record’. This action will insert the lead into your CRM. using Pabbly Connect

Click ‘Connect’ and add a new connection by entering your Zoho account domain. If you are unsure of your domain, log into Zoho to find it in the URL. After entering the domain, click ‘Save’.

• Select the module name as ‘Leads’.
• Map the fields from Instagram Lead Ads to Zoho CRM, such as first name, last name, email, and phone number.
• Click ‘Save and Send Test Request’ to finalize the integration.

This process ensures that every new lead generated from Instagram Lead Ads is automatically added to Zoho CRM.

5. Test Your Automation Workflow

To ensure the automation is working, generate a test lead using the Facebook Lead Ads Testing Tool. This tool will allow you to create a lead without waiting for a live ad campaign.

After generating a test lead, check Zoho CRM to verify that the lead has been added successfully. You should see all the details correctly mapped, confirming that Pabbly Connect is functioning as intended.

Conclusion

This tutorial demonstrated how to automate adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.