How to Automatically Add Instagram Leads to LeadSquared CRM Using Pabbly Connect

Learn how to automate adding Instagram leads to LeadSquared CRM using Pabbly Connect. Follow our step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate adding Instagram leads to LeadSquared CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications available. Select Pabbly Connect by clicking on the ‘Access Now’ button to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow and select a folder for it.

• Name your workflow: ‘Add Instagram Leads to LeadSquared CRM Automatically’
• Select a folder, such as ‘Instagram Automations’

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This will set up your automation workflow in Pabbly Connect, ready for configuring the trigger and action steps.

3. Setting Up Trigger for Instagram Lead Ads

To begin the automation process, you need to configure the trigger application in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. The trigger event should be set to ‘New Lead Instant’, which captures new leads generated through Instagram ads.

Click on the ‘Connect’ button to establish a connection with Instagram. You will need to authorize Pabbly Connect to access your Instagram account. Once authorized, select the appropriate Facebook page and the lead generation form that you are using for your Instagram ads.

4. Configuring Action to Add Leads to LeadSquared

After setting up the trigger, the next step involves configuring the action application. Select ‘LeadSquared CRM’ as your action application. Choose the action event as ‘Create or Update Lead’. Click on the ‘Connect’ button to link your LeadSquared account to Pabbly Connect.

When prompted, enter your LeadSquared access key, secret key, and API host to establish the connection. These details can be found in your LeadSquared account settings under the API section. Once connected, you will need to map the lead details from Instagram to the corresponding fields in LeadSquared CRM.

• Map first name, last name, email, and phone number from the Instagram lead data
• Skip any unnecessary fields that are not required for your CRM

After mapping the fields, click on the ‘Save and Send Test Request’ button to test the integration. If successful, your leads will be automatically added to LeadSquared CRM whenever a new lead is generated through Instagram.

5. Testing and Verifying the Integration

To ensure that the integration is functioning correctly, generate a test lead using the Instagram lead ads tool. Fill in the required information such as first name, last name, email, and phone number, and submit the form.

Once the test lead is submitted, return to your Pabbly Connect workflow and check for the response from Instagram Lead Ads. If the test lead information is captured successfully, it means the integration is working as intended. You should also verify that the lead appears in your LeadSquared CRM account.

This successful automation allows you to manage leads efficiently, saving time and optimizing your follow-up strategies. With Pabbly Connect, you can automate lead management seamlessly between Instagram and LeadSquared CRM.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate adding Instagram leads to LeadSquared CRM. By following these steps, you can streamline your lead management process and enhance your marketing strategies effectively.