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

Learn how to automate adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding new leads from Instagram Lead Ads to Zoho CRM, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’.

Once there, you will see options to either sign in or sign up for a free account. If you’re new, click on ‘Sign Up Free’ to create your account in just a few minutes. If you already have an account, just click on ‘Sign In’ to log in.

2. Creating a Workflow in Pabbly Connect

After signing in to your Pabbly Connect account, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to initiate a new automation process.

• Give your workflow a descriptive name, such as ‘Instagram Lead Ads to Zoho CRM’.
• Select the appropriate folder for your Pabbly account.
• Click on ‘Create’ to set up your workflow.

Now, you will see two windows: the trigger window and the action window. The trigger window is where you will connect your Instagram Lead Ads account, and the action window is where you will set up the action to create a lead in Zoho CRM.

3. Setting Up Instagram Lead Ads Trigger in Pabbly Connect

In the trigger window, search for ‘Instagram Lead Ads’ and select it. Choose ‘New Lead’ as the trigger event from the dropdown menu. After this, click on ‘Connect’ to establish a connection. using Pabbly Connect

Next, select ‘Add New Connection’. You will be prompted to connect your Instagram Lead Ads account via Facebook. Choose the appropriate Facebook account linked to your Instagram profile. After selecting the Facebook account, you will need to choose the Facebook page associated with your Instagram ads.

• Select the Facebook page that you are using for your Instagram ads.
• Choose the lead gen form that you want to use to capture leads.
• If you want to capture leads from all forms, select ‘All Lead Gen Forms’.

Once done, click on ‘Save and Send Test Request’. Pabbly Connect will now wait for a new lead response from Instagram Lead Ads.

4. Adding Leads to Zoho CRM via Pabbly Connect

Now that your trigger is set up, it’s time to configure the action to add leads to Zoho CRM. In the action window, search for ‘Zoho CRM’ and select it. Choose ‘Create/Update Record’ as the action event. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Zoho account domain. Log in to your Zoho account to find your domain in the URL. Copy and paste this domain into Pabbly Connect.

After entering the domain, click on ‘Save’. Accept the connection prompt to link Zoho CRM with Pabbly Connect. Select the module as ‘Leads’ to create a new lead in Zoho CRM.

Map the fields from Instagram Lead Ads to Zoho CRM, including first name, last name, email, and mobile number. Finally, click on ‘Save and Send Test Request’ to complete the setup.

5. Testing the Integration Workflow

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. You can generate a test lead using the Facebook Lead Ads Testing Tool. Navigate to the tool and select the Facebook page and lead form you used. using Pabbly Connect

Fill out the test lead form with the required details and submit it. Once submitted, Pabbly Connect will capture this lead information automatically. Check your Zoho CRM to confirm that the lead appears correctly.

Ensure all details such as name, email, and phone number are accurate. Verify that the lead status reflects the correct state as set in Pabbly Connect.

Once verified, you can proceed to use this automation for real-time leads generated from your Instagram ads.

Conclusion

In conclusion, automating the process of adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect streamlines your lead management. This integration allows for seamless data transfer, ensuring that no leads are missed. By following the steps outlined, you can enhance your marketing efficiency and maintain organized lead records.