How to Connect Instagram Lead Ads Leads to Your CRM Software Using Pabbly Connect

Learn how to seamlessly connect Instagram Lead Ads to your CRM software using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. 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 Integration

To connect Instagram Lead Ads leads to your CRM software, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in or creating an account. New users can sign up for free and receive 100 tasks monthly, which is perfect for testing this integration.

Once logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button located in the top right corner. This step is crucial as it sets up the automation that will connect your Instagram leads to your chosen CRM.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow that will automate the process of transferring leads. You can name your workflow something descriptive, like ‘Connect Instagram Lead Ads Leads to Your CRM Software’. This helps in identifying the workflow later.

• Click on ‘Create’ after naming your workflow.
• Select Instagram Lead Ads as your trigger application.
• Set the trigger event to ‘New Lead Instant’.

These steps will ensure that every time a new lead is generated through Instagram Lead Ads, it triggers the automation process in Pabbly Connect. This is essential for seamlessly integrating with your CRM software.

3. Connecting Instagram Lead Ads to Pabbly Connect

To connect Instagram Lead Ads to Pabbly Connect, you need to authorize the integration. Click on the ‘Connect’ button in the trigger settings. You will be prompted to log in to your Facebook account, as Instagram is linked to Facebook.

Ensure that your Facebook page is connected to your Instagram account. After successful authorization, select the Facebook page from which you want to pull leads. For example, if your page is named ‘Peak Performance Physio’, select it from the dropdown list.

• Select the lead form associated with your Instagram ads.
• Click ‘Save and Send Test Request’ to capture a test lead.

After these steps, Pabbly Connect will wait for a webhook response, confirming the connection is successful. This is a critical step for ensuring that leads are captured correctly from Instagram.

4. Capturing Leads from Instagram in Pabbly Connect

With the connection established, it’s time to generate a test lead. This can be done using the Meta Lead Ads Testing Tool. Fill in the required fields such as first name, last name, email, phone number, and company name. Once you submit this form, it simulates a real lead submission.

After submitting the test lead, return to Pabbly Connect. You should see the lead details captured in the webhook response. This confirms that the integration is working correctly and that leads are being pulled from Instagram.

Once the test lead is successfully captured, you can proceed to set up the action step, which involves sending this lead information to your CRM software. This is where the real automation magic happens.

5. Creating a Contact in Your CRM Using Pabbly Connect

Now that you have captured the lead, the next step is to create a contact in your CRM, such as Salesforce. In Pabbly Connect, select Salesforce as your action application. The action event you will choose is ‘Create a Contact’. This allows you to automate the process of adding new leads directly to your CRM.

After selecting Salesforce, you will need to establish a connection by clicking on ‘Connect with Salesforce’. Log into your Salesforce account and grant the necessary permissions for Pabbly Connect to access your CRM data.

Map the lead details from the previous steps to the appropriate fields in Salesforce. Select the lead source as ‘Web’. Click ‘Save and Test Request’ to create the contact.

Upon successful creation, you will receive a confirmation response, and the new contact will appear in your Salesforce account. This completes the automation process, ensuring that every new lead from Instagram is automatically added to your CRM.

Conclusion

Connecting Instagram Lead Ads to your CRM software using Pabbly Connect automates lead management efficiently. By following the steps outlined, you can ensure that new leads are captured and transferred seamlessly to your CRM, enhancing your marketing efforts.